Richard Reed, financial advisor Omaha NE
93 score

Richard Reed

CRD Number: 4611919
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Richard Reed (CRD# 4611919) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Omaha, NE Jul 2011 - Current 5
Bank Of The West Omaha, NE Jul 2011 - Current 5
Securities America, Inc. Omaha, NE Apr 2007 - Jul 2011 4
Td Waterhouse Investor Services, Inc. Bellevue, NE Apr 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Richard B. Reed
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • ID
  • KS
  • CA
  • CO
  • IA
  • MO
  • NE
  • NV
  • NM
  • ND
  • OK
  • OR
  • RI
  • SD
  • TX
  • UT
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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