James ReedCRD Number: 3066358
Current Firm: Next Financial Group, Inc.
James Reed (CRD# 3066358) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sewickley, PA and has over 18 years of experience in the finance industry.
Wealthcare Capital Management LLC
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Next Financial Group, Inc.||Pittsburgh, PA||Jul 2005 - Current||11|
|George A. Reed Insurance Agency||Pittsburgh, PA||Jul 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV