James Carlos Reed

Current Employers

Employment History

• 12/2005 → 12/2016
  Independent Advisers Group Corp
  Brentwood, TN
• 05/1987 → Present
  (Dba) Reed Financial Group Inc
  Brentwood, TN
• 07/2008 → 08/2017
  Lincoln Financial Securities Corporation
  Brentwood, TN
• 08/2017 → 02/2025
  Concourse Financial Group Securities Inc
  Brentwood, TN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Brentwood, TN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-08-31 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Brentwood, TN
  Birmingham, AL
  Brentwood, TN
  Birmingham, AL
• 2004-01-28 → 2017-09-13
  Osaic Fs, Inc.
  Brentwood, TN
• 2005-12-15 → 2016-12-22
  Independent Advisers Group Corp
  Brentwood, TN
  Boston, MA

Other Businesses

(dba) REED FINANCIAL GROUP INC; Investment Related; Brentwood, TN 37027; Insurance; Owner/President/Financial Professional; Start Date 05/1987; 160 hours per month with all 160 hours per month occurring during trading hours; Offering Accident & Health, Traditional Life, Disability, Income, and Annuity insurance products. >> POA; Non-Investment Related; Other; Power of Attorney; Start Date 10/2019; No hours per month; Medical and financial power of attorney for my widowed mother. >> JAMES REED (EXECUTOR); Non-Investment Related; Brentwood, TN; Other; Executor; Start Date 10/2019; No hours per month; Executor of my deceased father's estate.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-27

Other Names

• J Carlos Reed
• Carlos Reed