Patrick Reid (CRD# 6218011) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has over 10 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vault Coffee & Cafe LLC | Eldridge, IA | Jan 2022 - Current | 2 |
| Plan2thrive Financial, LLC | Davenport, IA | Oct 2021 - Current | 2 |
| Plumb Line Properties LLC | Eldridge, IA | Sep 2021 - Current | 2 |
| Lpl Financial, LLC | Davenport, IA | Jan 2017 - Dec 2021 | 4 |
| Plan2thrive Financial Services | Davenport, IA | Jan 2017 - Dec 2021 | 4 |
| Eagle Strategies LLC | Davenport, IA | Jun 2016 - Jan 2017 | < 1 |
| Nylife Securities LLC | Hiawatha, IA | Jun 2013 - Jan 2017 | 3 |
| New York Life Insurance Co | New York, NY | Jul 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- IL
- IA
- TX
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$398,686
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, IL, TX
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