Kasandra Reid (CRD# 7705083) is an Investment Advisor Representative working at Lpl Financial LLC in Montpelier, VT and has 1 year of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 5824377
Edward Jones
CRD# 5624939
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vsecu | Montpelier, VT | Feb 2023 - Current | 1 |
| Lpl Financial | Montpelier, VT | Feb 2023 - Current | 1 |
| Vsecu | Montpelier, VT | Jul 2020 - Feb 2023 | 2 |
| Harwood Unified Union School District | Moretown, VT | Apr 2021 - Jun 2022 | 1 |
| Montpelier Roxbury Public Schools | Montpelier, VT | Mar 2018 - Jun 2020 | 2 |
| Montpelier Roxbury Public Schools | Montpelier, VT | Aug 2017 - Jun 2020 | 2 |
| Montpelier Roxbury Public Schools | Montpelier, VT | Jul 2015 - Jun 2020 | 4 |
| Mill River Unified Union School District | North Clarendon, VT | Mar 2015 - Jun 2015 | < 1 |
| Mill River Unified Union School District | North Clarendon, VT | Apr 2014 - Jun 2015 | 1 |
| Castleton University | Castleton, VT | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- VT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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