Austin ReidCRD Number: 5602191
Current Firm: Cfo4life, LP
Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 7 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Ausdal Financial Partners||Davenport, IA||Sep 2012 - Current||4|
|Cfo4life||Coppell, TX||Jul 2009 - Current||7|
|Lpl Financial||Coppell, TX||Oct 2009 - Sep 2012||2|
|Naman, Howell, Smith, & Lee||Austin, TX||Aug 2009 - Sep 2009||< 1|
|The Investment Center, Inc.||Reston, VA||Jan 2009 - Jun 2009||< 1|
|Wealth And Income Group LLC||Reston, VA||Aug 2008 - Jun 2009||< 1|
|Wells Fargo||Austin, TX||Jul 2008 - Aug 2008||< 1|
|Baylor University||Waco, TX||Aug 2004 - Jul 2008||3|
|Baylor University||Waco, TX||May 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2010|
Total Assets Under Management433MILLIONS
Total Number of Accounts765ACCOUNTS
Average Account Value$565,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, GA, LA, PA, TN, TX
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