Donna Reed, financial advisor Tahlequah OK

Donna Reed

CRD Number: 848701
Current Firm: Royal Alliance Associates, Inc.

Donna Reed (CRD# 848701) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Tahlequah, OK and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Tahlequah, OK Nov 2015 - Current 6
Whitney & Patch Dba Federal Direct Tax Services Tahlequah, OK Mar 2013 - Current 9
Reed Rentals Tahlequah, OK Mar 2012 - Current 10
All America Self Storage Tahlequah, OK Jan 1995 - Current 27
Reed Ranches Stilwell, OK Jan 1986 - Current 36
Dba Donna Reed Insurance Tahlequah, OK Jan 1977 - Current 45
First Independent Advisory Services, Inc. Tulsa, OK Sep 2005 - Jun 2016 10
First Independent Financial Services, Inc. Tulsa, OK Aug 2005 - Nov 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Donna S. Reed
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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