Kevin ReedCRD Number: 4564362
Current Firm: Wells Fargo Advisors, LLC
Kevin Reed (CRD# 4564362) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sun City West, AZ and has over 8 years of experience in the finance industry.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
|Wells Fargo Advisors LLC||Sun City West, AZ||Jan 2011 - Current||6|
|Wells Fargo Bank||Sun City West, AZ||Feb 2005 - Current||12|
|Wells Fargo Investments ,llc||Sun City West, AZ||Jul 2008 - Jan 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV