James Reed is a registered investment advisor, based in Brentwood, TN, with 31 years of industry experience.
Location
240 Wilson Pike Circle, Suite 150, Brentwood, TN, 37027
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner, president, and financial professional at Reed Financial Group Inc., offering various insurance products and dedicating full-time hours to this role. He also serves as power of attorney for his mother and executor of his father's estate, requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Comprehensive Financial Services, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.