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Alicia Reed

22 Years of Experience
Maricopa, AZ
Broker

Alicia Reed is a registered investment advisor, based in Maricopa, AZ, with 22 years of industry experience. Alicia is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Maricopa, AZ

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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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Other Business Activities

Alicia works full-time as an operations product manager of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in August 2014.

Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 12 yrs 2 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 12 yrs 2 mos
Assetmark, INC.
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
June 2009 - November 2013 · 4 yrs 5 mos
Wells Fargo Investments, LLC
January 2007 - September 2007 · 8 mos
Wells Fargo Investments, LLCBroker
July 2005 - September 2007 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
July 2002 - July 2005 · 3 yrs
State Registrations1 state
AZ
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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