Craig Reid is a CFP-designated registered investment advisor at Mma Securities LLC, based in Leawood, KS, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 8,394 clients.
Compensation
Commission-BasedFixed/Hourly
Firm Size
162 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
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Location
7015 College Blvd, Leawood, KS, 66211
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Mma Securities LLCBroker
January 2018 - Present · 8 yrs 4 mos
Mma Securities LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Jsl Securities, INC.Broker
February 2022 - December 2022 · 10 mos
Money Concepts Capital CORPBroker
December 2017 - December 2017 · 0 mos
Money Concepts Advisory Service
December 2017 - December 2017 · 0 mos
Country Club Financial Services, INC.
January 2017 - December 2017 · 11 mos
Country Club Financial Services, INC.Broker
January 2017 - December 2017 · 11 mos
Umb Financial Services, INC.Broker
January 2014 - November 2016 · 2 yrs 10 mos
Umb Financial Services, INC.
January 2014 - November 2016 · 2 yrs 10 mos
State Registrations12 states
CACOILKSKYMOMTNVOKTNTXWI
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.