RJ
RJ

Reid Juul

18 Years of Experience
Houston, TX
BrokerSells Insurance

Reid Juul is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 18 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Reid is an independent insurance agent selling fixed insurance products since 2014, dedicating minimal time to this activity. Since 2020, he has also been a sales manager for Simplicity Financial Marketing Holdings, Inc., spending nearly full-time managing staff and educating agents about fixed insurance solutions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2014 - June 2021 · 6 yrs 9 mos
Voya Financial Advisors, INC.Broker
April 2007 - June 2021 · 14 yrs 2 mos
State Registrations35 states
ALARAZCACOCTDCFLGAIAILINKSLAMAMDMEMIMNMOMTNJNMNVOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.
Reid Juul - Financial Advisor | TrueAdvisor