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Craig Reed

25 Years of Experience
Indianapolis, IN
Broker

Craig Reed is a registered investment advisor at Raymond James & Associates, INC., based in Indianapolis, IN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

421 North Pennsylvania Street, Suite 201, Indianapolis, IN, 46204

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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 Activities

Craig is an officer and board member at Greenwood Christian Academy, serving on the finance committee and as board chair. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2001 - Present · 25 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2000 - Present · 25 yrs 8 mos
State Registrations38 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.