Dave Reed
Dave Reed is a registered investment advisor at Gaddis Premier Wealth Advisors LLC, based in Denison, TX, with 21 years of industry experience. Dave is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,460 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2% of assets under management per annum and are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
1430 W Crawford St, Denison, TX, 75020
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2018Customer Dispute
February 2012Other Business Activities
Dave is a board member of Denison Boys and Girls Club, dedicating minimal time. He also owns/operates Epsilon Holdings LLC, a real estate investment company, and spends full-time hours at Gaddis Premier Wealth Advisors.
Employment History
Current Registrations
Gaddis Premier Wealth Advisors LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
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
More Advisors
- James Ward, CFP, PFSCetera Investment Advisers LLC