CR
CR

Carl James Reed

3 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

Virginia Beach, VA

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History

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.

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Other Business ActivitiesSells Insurance

Carl is involved in insurance sales, which are not investment-related, and occur at the same address as his listed business. This activity requires a few hours per week.

Employment History
Current Registrations
Oneascent Financial Services LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Gateway Wealth Partners, LLC
October 2022 - September 2023 · 11 mos
Advisors' Pride INC.
June 2022 - December 2022 · 6 mos
LPL Financial LLCBroker
February 2022 - October 2023 · 1 yr 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Carl James Reed - Financial Advisor | TrueAdvisor