Timothy ReidCRD Number: 6955187
Current Firm: Fidelity Personal And Workplace Advisors
Timothy Reid (CRD# 6955187) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 4 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services LLC||Greenwood Village, CO||May 2018 - Current||4|
|Lyft||Denver, CO||Mar 2018 - May 2018||< 1|
|Hedge Row||Denver, CO||Dec 2017 - May 2018||< 1|
|Park Burger Rino||Denver, CO||Nov 2017 - Dec 2017||< 1|
|Smoke Signals||Lake Placid, NY||Aug 2015 - Sep 2017||2|
|Desperados||Lake Placid, NY||Apr 2015 - Aug 2015||< 1|
|Milano North||Lake Placid, NY||Jan 2014 - Feb 2015||1|
|Desperados||Lake Placid, NY||Aug 2013 - Dec 2013||< 1|
|Suny Oswego||Oswego, NY||Aug 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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