Todd Reed, financial advisor Williamstown KY

Todd Reed

CRD Number: 4124808
Current Firm: Avantax Advisory Services

Todd Reed (CRD# 4124808) is an Investment Advisor Representative working at Avantax Advisory Services in Williamstown, KY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Appointment Walton, KY Sep 2020 - Current 3
St. Elizabeth Healthcare Foundation Williamstown, KY Aug 2014 - Current 9
Anthem Williamstown, KY Jan 2005 - Current 19
Avantax Insurance Agency, LLC Williamstown, KY May 2002 - Current 21
Avantax Advisory Services Williamstown, KY Feb 2000 - Current 24
Avantax Investment Services, Inc. Williamstown, KY Jan 2000 - Current 24
Rbf Services Inc. Williamstown, KY Mar 1999 - Current 25
Rbf Services Inc. Dba Bottom Line Services Williamstown, KY Mar 1999 - Current 25
Bottom Line Services Williamstown, KY Mar 1999 - Aug 2019 20
Midland Insurance Williamstown, KY Oct 2011 - Jun 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Todd W. Reed
Phone Number: 972-870-6000
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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, VT, WA, WI, WV, WY

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