Reagan Blissard, financial advisor Germantown TN

Reagan Blissard

CRD 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.

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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
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Reagan B. Blissard
Phone Number: 212-490-9000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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