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Gregory Reed
29 Years of Experience
Columbia, MO
1 DisclosureBroker
Gregory Reed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MO, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3201 South Providence Road, Suite 102, Columbia, MO, 65203
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2003Settled
Other Business Activities
Gregory is the CEO of Daisy Dog, LLC, a support company he established to operate as an independent advisor. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2011 - Present · 15 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Primevest Financial Services, INC.
December 1999 - February 2011 · 11 yrs 2 mos
Primevest Financial Services, INC.Broker
December 1997 - February 2011 · 13 yrs 2 mos
Labrunerie Financial Services, INC.Broker
February 1997 - January 1998 · 11 mos
State Registrations21 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.