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Bruce Reed
47 Years of Experience
Red Feather Lakes, CO
1 DisclosureBroker
Bruce Reed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Red Feather Lakes, CO, with 47 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
Red Feather Lakes, CO
Get directionsHistory
Regulatory History (1)
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Regulatory
October 1996Final
Other Business Activities
Bruce is the owner of Reed Financial Services, a support company/DBA, since 2010. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2010 - Present · 16 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2010 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2010 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.
March 2007 - January 2008 · 10 mos
A. G. Edwards & Sons, INC.Broker
June 1985 - January 2008 · 22 yrs 7 mos
Quinn & CO., INC.Broker
July 1979 - June 1985 · 5 yrs 11 mos
Ids Life Insurance CompanyBroker
September 1978 - November 1983 · 5 yrs 2 mos
Investors Diversified Services, INC.Broker
September 1978 - November 1983 · 5 yrs 2 mos
Ids Marketing CorporationBroker
September 1978 - November 1983 · 5 yrs 2 mos
State Registrations22 states
AKALARAZCACOFLILINKSMAMIMNMONMNVOKORTNTXWAWI
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.