Chad Reed is a registered investment advisor at Awh Financial, LLC, based in Bala Cynwyd, PA, with 5 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Belmont Avenue, Suite 1000, Bala Cynwyd, PA, 19004
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad sells fixed insurance products through Wealth Planning Center since 2006. He also works as an employee of Livens Law Firm, taking about half of his time.
Employment History
Current Registrations
Awh Financial, LLC
Previous Registrations
Multi-Financial Securities Corporation
LPL Financial Corporation
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.