Courtney Reed is a registered investment advisor, based in Reynoldsburg, OH, with 13 years of industry experience.
Location
2040 Brice Rd, Suite 110, Reynoldsburg, OH, 43068
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Courtney owns and works as an agent for Courtney Reed's Insurance Agency, an insurance agency affiliated with State Farm. She services customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations4 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.