Lauren ReedCRD Number: 5302449
Current Firm: Geneos Wealth Management, Inc.
Lauren Reed (CRD# 5302449) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Portland, OR and has over 9 years of experience in the finance industry. Lauren Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Geneos Wealth Management Inc.||Portland, OR||Apr 2013 - Current||3|
|Tpg Financial Advisors LLC||Portland, OR||Apr 2013 - Current||3|
|The Partners Group||Portland, OR||Apr 2013 - Current||3|
|Phillips And Company||Portland, OR||Aug 2011 - Apr 2013||1|
|Kms Financial Services, Inc.||Seattle, WA||Mar 2007 - Aug 2011||4|
|Financial Advisors||Vancouver, WA||Jun 2006 - Aug 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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