Gelasia Steed (CRD# 4536325) is an Investment Advisor Representative working at Steed Investments, LLC in Graford, TX and has over 21 years of experience in the finance industry. Gelasia Steed 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.
CRD# 6067116
Edward Jones
CRD# 3260881
Western Reserve Wealth Management LLC
CRD# 3159061
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steed Investments, LLC | Fort Worth, TX | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
TX
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