James Reed
James Reed is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Annandale, VA, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4312-J Evergreen Lane, Annandale, VA, 22003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
James is a director of the Jack & Lovell Olender Foundation, a partner at Metro Wealth Management, LLC, and a sole proprietor CPA. He also manages Reed Family Investments, LLC, is a Vice President at Hogan & Reed, PC CPAs (full-time), and an advisor for Avantax Insurance Agency selling investment-related insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations7 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
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