Patrick Reed
Patrick Reed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
138 Putnam Street, Marietta, OH, 45750
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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
Patrick works for Peoples Bank providing retirement plan services and brokerage/advisory services through a partnership with Raymond James, dedicating about half of his time to the latter. He also serves as trustee of the Pat Reed Trust, which holds investments to pay for a life insurance policy, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations26 states
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