Craig Reid (CRD# 6280558) is an Investment Advisor Representative working at Mma Securities LLC in Leawood, KS and has over 10 years of experience in the finance industry. Craig Reid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities Llc (bd/ia) | Leawood, KS | Apr 2020 - Current | 4 |
| Jsl Securities, Inc. | West Point, GA | Feb 2022 - Dec 2022 | < 1 |
| Mma Securities LLC | Leawood, KS | Jan 2018 - Apr 2020 | 2 |
| Mma Securities LLC | Leawood, KS | Jan 2018 - Apr 2020 | 2 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Dec 2017 - Jan 2018 | < 1 |
| Country Club Financial Services, Inc. | Kansas City, MO | Jan 2017 - Dec 2017 | < 1 |
| Unemployed | Kansas City, MO | Dec 2016 - Jan 2017 | < 1 |
| Umb | Kansas City, MO | Dec 2010 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- KS
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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