Derek Reed, financial advisor Gloucester MA

Derek Reed

CRD Number: 2938923
Current Firm: Valmark Advisers, Inc.

Derek Reed (CRD# 2938923) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 22 years of experience in the finance industry. Derek Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Nov 2004 - Current 15
Valmark Securities, Inc. Beachwood, OH Oct 2003 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Derek J. Reed
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • CA
  • CO
  • CT
  • DC
  • FL
  • MA
  • NH
  • WI
By the Numbers
  • Total Assets Under Management
    5,138
    MILLIONS
  • Total Number of Accounts
    7,948
    ACCOUNTS
  • Average Account Value
    $646,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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