David Lindsay Reid

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 11/2016
  Wells Fargo Advisors Llc
  Oxford, MS
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Oxford, MS
• 04/2018 → Present
  Raymond James & Associates, Inc
  Oxford, MS

Previous Registrations

• 2009-09-03 → 2018-04-11
  Wells Fargo Clearing Services, Llc
  Oxford, MS
• 2008-01-01 → 2009-09-01
  Wells Fargo Clearing Services, Llc
  Oxford, MS
• 2005-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Oxford, MS
  Oxford, MS
  St. Louis, MO

Other Businesses

(1)Name of Business: Mid South Grain Inspection Service Address: channal ave , Memphis , TN, 38113, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board meeting once per month (2)Name of Business: MS Baron, LLC Address: 2120 Kingfisher Lane, Oxford, MS, 38655, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/18/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner/member in an LLC that owns a private aircraft for personal use. (3)Name of Business: UOX Service,LLC Address: 2120 Kingfisher Lane , Oxford , MS, 38655, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC member manager

Exams

• S66 Uniform Combined State Law Examination
  2005-12-07
• S63 Uniform Securities Agent State Law Examination
  2001-07-11

Other Names

• Lindsay Reid