Randall Reed (CRD# 3152155) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 19 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Collaborative Wealth Management, Inc. | Lake Mary, FL | Jan 2019 - Current | 5 |
| Lpl Financial LLC | Stuart, FL | Feb 2018 - Current | 6 |
| Invest Financial Corporation | Stuart, FL | Jul 2007 - Current | 16 |
| Treasure Coast Financial Services | Stuart, FL | Nov 2004 - Current | 19 |
| Reed And Company, Chartered | Boca Raton, FL | Dec 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- FL
-
Total Assets Under Management464MILLIONS
-
Total Number of Accounts1,638ACCOUNTS
-
Average Account Value$283,054
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA
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