Stephen Reed is a registered investment advisor at C & G Financial, LLC, based in Tinton Falls, NJ, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
C & G Financial does not provide investment management services. They recommend independent investment managers to clients who desire those services.
Location
730 Hope Road, Tinton Falls, NJ, 07724
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephen is a member of Hope Road Realty, LLC, formed in 2006, which holds rental property. He spends minimal time on this activity, all during securities trading hours.
Employment History
Current Registrations
C & G Financial, LLC
Previous Registrations
Salvus Wealth Management, LLC
State Registrations1 state
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.