TR
CFP
TR
CFP
Terence Reed is a CFP-designated registered investment advisor, based in Livonia, MI, with 45 years of industry experience.
Location
17310 Farmington Rd, Livonia, MI, 48152
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2006Settled
Other Business ActivitiesSells Insurance
Terence is an insurance agent selling fixed annuities and life insurance through GBU Financial Life and Avantax Insurance Agency, dedicating about 10-20% of his time to these activities. He also manages Priority Financial Advisors, is a co-trustee for two trusts, co-owner of MIP Advisors LLC, and a partner at Center for Tax Planning.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2020 - September 2025 · 5 yrs 8 mos
Avantax Investment Services, INC.Broker
January 2020 - September 2025 · 5 yrs 8 mos
Spc
November 2009 - January 2020 · 10 yrs 2 mos
Sigma Financial CorporationBroker
November 2009 - January 2020 · 10 yrs 2 mos
Michigan Securities, INC.Broker
October 2001 - November 2009 · 8 yrs 1 mo
Sigma Financial CorporationBroker
January 1994 - November 2001 · 7 yrs 10 mos
Edi Financial, INC.Broker
August 1993 - February 1994 · 6 mos
Portfolio Asset Mgt/usa Financial Group INC.Broker
December 1992 - November 1993 · 11 mos
USA Financial Group, INC.Broker
May 1987 - December 1992 · 5 yrs 7 mos
Monarch Securities, INC.Broker
August 1986 - May 1987 · 9 mos
Mariner Financial Services, INC.Broker
August 1984 - May 1987 · 2 yrs 9 mos
John Hancock Distributors, INC.Broker
February 1981 - July 1984 · 3 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1981 - July 1984 · 3 yrs 5 mos
State Registrations12 states
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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.