Reid GreenspanCRD Number: 5584974
Current Firm: Usaa Financial Planning Services
Reid Greenspan (CRD# 5584974) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2010 - Current||7|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Nov 2010 - Current||7|
|Wells Fargo Investments||Surprise, AZ||Aug 2008 - Nov 2010||2|
|Wells Fargo Bank||Peoria, AZ||Sep 2004 - Nov 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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