Reed Haimson is a CFP-designated registered investment advisor, based in College Grove, TN, with 15 years of industry experience. Reed is also registered as a broker, so some compensation may come from commissions on products sold.
Location
College Grove, TN
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Regulatory History (1)
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Customer Dispute
March 2026Pending
Employment History
Current Registrations
Quincy Wells Capital, LLCBroker
May 2026 - Present · 5 mos
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Great Point Advisors, LLC
May 2020 - December 2021 · 1 yr 7 mos
Great Point Capital LLCBroker
December 2019 - May 2026 · 6 yrs 5 mos
Colorado Financial Service CorporationBroker
March 2016 - December 2019 · 3 yrs 9 mos
Morgan Stanley
August 2010 - February 2013 · 2 yrs 6 mos
Morgan StanleyBroker
August 2010 - February 2013 · 2 yrs 6 mos
Edward Jones
August 2008 - August 2010 · 2 yrs
Edward JonesBroker
July 2008 - August 2010 · 2 yrs 1 mo
State Registrations32 states
AKAZCACOCTDEFLGAHIIAIDILINKSLAMNMONENHNJNVNYOHORPARISCTNTXUTVAWV
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.
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