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Robert Reed

25 Years of Experience
Yuba City, CA
BrokerSells Insurance

Robert Reed is a registered investment advisor, based in Yuba City, CA, with 25 years of industry experience.

Location

1650 Sierra Ave.-Suite 101, Yuba City, CA, 95993

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Robert works as a third-party administrator, provides financial advice and wealth management through Behr & Associates, sells health and long-term care insurance through United of Omaha, and is a financial advisor with Reed & Associates Wealth & Retirement Management. Robert also sells fixed insurance and annuities with various companies.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
January 2004 - Present · 22 yrs 6 mos
Cetera Investment Advisers LLC
April 2003 - Present · 23 yrs 3 mos
Previous Registrations
Capital Brokerage CorporationBroker
June 2000 - January 2004 · 3 yrs 7 mos
State Registrations5 states
AKAZCAIDNV
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.
Robert Reed - Financial Advisor | TrueAdvisor