Dave Reed (CRD# 4897434) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 19 years of experience in the finance industry.
CRD# 4746003
Edward Jones
CRD# 4140477
Edward Jones
CRD# 4403668
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gaddis Premier Wealth Advisors LLC | Denison, TX | Jun 2022 - Current | 1 |
| Private Client Services, LLC | Denison, TX | Jun 2022 - Current | 1 |
| Lpl Financial, LLC | Denison, TX | Mar 2017 - Jun 2022 | 5 |
| Raymond James Financial Services Advisors Inc. | Sherman, TX | Oct 2015 - Mar 2017 | 1 |
| Raymond James Financial Advisors | Sherman, TX | Oct 2015 - Mar 2017 | 1 |
| Landmark Bank | Sherman, TX | Jul 2009 - Mar 2017 | 7 |
| Cetera Investment Services LLC | Denison, TX | Jul 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management227MILLIONS
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Total Number of Accounts1,677ACCOUNTS
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Average Account Value$135,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, CA, CO, FL, IL, KS, LA, NE, NM, OK, TX
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