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John Reed

22 Years of Experience
Hollywood, FL
Sells Insurance

John Reed is a registered investment advisor at Dominant Leading Capital, LLC, based in Hollywood, FL, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hollywood, FL

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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

John owns a financial services business since 2021, dedicating nearly full-time hours to offering financial products and services. He also manages and owns a life, disability, and fixed annuity insurance business since 2022, spending about 10-20% of his time on it.

Employment History
Current Registrations
Dominant Leading Capital, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - November 2022 · 1 yr
Ameritas Advisory Services
May 2021 - November 2021 · 6 mos
Ameritas Investment Company, LLCBroker
March 2021 - November 2022 · 1 yr 8 mos
Principal Securities, INC.Broker
September 2005 - February 2021 · 15 yrs 5 mos
Carillon Investments, INC
April 2003 - August 2005 · 2 yrs 4 mos
Carillon Investments, INC.Broker
April 2003 - August 2005 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor

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.
John Reed - Financial Advisor | TrueAdvisor