Alexander Reed
CRD Number: 5996283Current Firm: Concurrent Investment Advisors, LLC
Compensation Model: Both
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia Associates | Portland, OR | Jun 2023 - Current | < 1 |
| Concurrent Investment Advisors, LLC | Portland, OR | Nov 2022 - Current | 1 |
| Cwm, LLC | Portland, OR | Oct 2018 - Nov 2022 | 4 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Nov 2022 | 4 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2011 - Oct 2018 | 6 |
| Penn Mutual Life Ins Co | Horsham, PA | Nov 2011 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- OR
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
Registered Representative of, and Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. a Registered Investment Advisor, member FINRA/SIPC. Pacific Capital Resource Group (PCRG) is independent of Hornor, Townsend & Kent, Inc. PCRG is a licensed independent insurance agency.
Headquarters: Phone: (425)641-8788 · 10900 NE 8th Street Suite 1550, Bellevue, WA 98004
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