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Richard Reid

39 Years of Experience
Jacksonville, FL
Broker

Richard Reid is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2016 - Present · 10 yrs 2 mos
Raymond James & Associates, INC.
March 2016 - Present · 10 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - April 2016 · 6 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
July 1987 - April 2007 · 19 yrs 9 mos
Blackstock & Landstreet, INC.Broker
January 1987 - July 1987 · 6 mos
Blackstock & CO., INC.Broker
July 1986 - February 1987 · 7 mos
State Registrations12 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Richard Reid - Financial Advisor | TrueAdvisor