Alexander Reed, financial advisor Lake Oswego OR
100 score

Alexander Reed

CRD Number: 5996283
Current Firm: Hornor, Townsend & Kent, Inc.
Compensation Model: Both
Alexander Reed (CRD# 5996283) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Lake Oswego, OR and has over 4 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Pacific Capital Resource Group Lake Oswego, OR Nov 2011 - Current 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
S7 General Securities Representative Examination (GS) Dec 2015
Contact Info for Alexander L. Reed
Phone Number: (503) 352-0618
Advisor Website: http://www.pcrg.com/
Firm Website: http://www.htk.com
Registered State(s):
  • OR
  • WA
  • CA
  • AK
  • MN
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Firm Disclaimer:

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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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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