Wendy Reid, financial advisor Raleigh NC
93 score

Wendy Reid

CRD Number: 4568734
Current Firm: Captrust

Wendy Reid (CRD# 4568734) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Captrust Financial Advisors Raleigh, NC Aug 2013 - Current 4
Unemployed- Sabbatical Charlotte, NC Mar 2013 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Oct 2009 - Feb 2013 3
Banc Of America Investment Services, Inc. Charlotte, NC Nov 2004 - Oct 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Wendy C. Reid
Phone Number: 919-870-6822
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    213,461
    MILLIONS
  • Total Number of Accounts
    4,956
    ACCOUNTS
  • Average Account Value
    $43,071,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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