William Reed is a CFA, CFP-designated registered investment advisor, based in Brentwood, TN, with 28 years of industry experience.
Location
5314 Maryland Way, Ste. 300, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a shareholder in Trustcore Holdings, LLC, an investor in a commercial office building, dedicating minimal time to owner decisions. He also owns rental properties in Texas, spending minimal time as a landlord.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Trustcore Financial Services, LLC
Trustcore Investments LLCBroker
State Registrations4 states
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