Eric Reed is a registered investment advisor, based in McKinney, TX, with 10 years of industry experience.
Location
300 E. Davis St, Ste 145, McKinney, TX, 75069
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024Settled
Other Business ActivitiesSells Insurance
Eric is co-founder and managing partner of Audible Financial Group LLC, where he provides insurance solutions and financial services, spending about a quarter of his time. He also co-founded Audible Consulting LLC, where he coaches and mentors insurance agents.
Employment History
Current Registrations
Etico Partners, LLCBroker
January 2026 - Present · 4 mos
Quartz Partners Investment Management
January 2026 - Present · 4 mos
Etico Partners, LLC
January 2026 - Present · 4 mos
Previous Registrations
MML Investors Services, LLC
March 2023 - December 2025 · 2 yrs 9 mos
MML Investors Services, LLCBroker
September 2022 - December 2025 · 3 yrs 3 mos
Nylife Securities LLCBroker
April 2015 - September 2022 · 7 yrs 5 mos
State Registrations11 states
CAGAINKSMSNCNYOKPATXVA
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.