Alicia Reed, financial advisor Warren PA

Alicia Reed

CRD Number: 5439615
Current Firm: Cwm, LLC

Alicia Reed (CRD# 5439615) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE May 2019 - Current 4
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Jul 2015 - Current 8
Mid Atlantic Capital Corporation Wexford, PA Jul 2015 - May 2019 3
Lions Gate Wealth Management Wexford, PA Sep 2011 - May 2019 7
Commonwealth Financial Network Waltham, MA Sep 2011 - Jul 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Alicia M. Reed
Phone Number: 402-330-0808
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
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
  • 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, VT, WA, WI, WV, WY

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