Crystal Reed, financial advisor Gulfport MS
93 score

Crystal Reed

CRD Number: 5285295
Current Firm: Stifel, Nicolaus & Company, Incorporated

Crystal Reed (CRD# 5285295) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Gulfport, MS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Gulfport, MS Aug 2009 - Current 7
Ubs Financial Services, Inc. Gulfport, MS Dec 2006 - Current 10
A. G. Edwards & Sons Gulfport, MS Oct 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Crystal L. Reed
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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