David Reid is a registered investment advisor at Raymond James & Associates, INC., based in Oxford, MS, with 24 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
400 S Lamar Blvd, Suite A, Oxford, MS, 38655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a director at Mid South Grain Inspection Service, attending board meetings monthly since 2001. He is also a partner at UOX Service, LLC since 2019, dedicating minimal time to both roles.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations31 states
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