Reagan BlissardCRD Number: 6422166
Current Firm: Advice And Planning Services
Reagan Blissard (CRD# 6422166) is an Investment Advisor Representative working at Advice And Planning Services in Germantown, TN and has over 6 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Tiaa||Memphis, TN||Feb 2018 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Memphis, TN||Feb 2018 - Current||3|
|Strategic Advisers, Inc.||Houston, TX||Feb 2017 - Jan 2018||< 1|
|Fidelity Brokerage Services LLC||Houston, TX||Jun 2015 - Jan 2018||2|
|Ameriprise Financial||Starkville, MS||Oct 2014 - May 2015||< 1|
|Unemployed||Starkville, MS||Jun 2012 - Oct 2014||2|
|The Byrne Cpa Firm, P.a.||Houston, MS||May 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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