Craig ReidCRD Number: 6280558
Current Firm: Umb Financial Services, Inc.
Craig Reid (CRD# 6280558) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 4 years of experience in the finance industry. Craig Reid 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Umb||Kansas City, MO||Dec 2010 - Current||7|
|Molle Toyota||Kansas City, MO||Sep 2010 - Dec 2010||< 1|
|Roper Kia||Joplin, MO||May 2010 - Sep 2010||< 1|
|Denver Mattress Co||Joplin, MO||Jan 2007 - May 2010||3|
|Hage Quality Water||Joplin, MO||Oct 2006 - Dec 2006||< 1|
|Vernon County Ambulance||Nevada, MO||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI