Jeffrey Fikes, financial advisor Tupelo MS
89 score

Jeffrey Fikes

CRD Number: 6029669
Current Firm: Hardy Reed, LLC

Jeffrey Fikes (CRD# 6029669) is an Investment Advisor Representative working at Hardy Reed, LLC in Tupelo, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hardy Reed, LLC Tupelo, MO Dec 2013 - Current 4
New York Life Insurance Company Memphis, TN Feb 2012 - Nov 2013 1
Nylife Securities LLC Memphis, TN Feb 2012 - Nov 2013 1
University Of Mississippi Oxford, MS Aug 2009 - Dec 2011 2
Monmouth University West Long Branch, NJ Jan 2009 - Jul 2009 < 1
Itawamba Cc Fulton, MS Jul 2006 - Dec 2008 2
Alltel Wireless Tupelo, MS Dec 2006 - May 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Jeffrey B. Fikes
Phone Number: 662-823-4722
Firm Website:
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Other
Types of Clients
Registered States


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

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.