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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-09-24 |
Branch Locations
2795 Main St W, Bldg 23, Snellville, GA 30078 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reed Financial Group | Snellville | GA | 07/2011 | Present |
| Precision Capital Management | Coppell | TX | 04/2015 | 03/2019 |
| Brookstone Capital Management | Wheaton | IL | 09/2018 | Present |
REED FINANCIAL GROUP 2795 MAIN STREET W., BLDG 23 SNELLVILLE, GA 30078 BUSINESS IS INVESTMENT RELATED. A FAMILY OWNED AND OPERATED FINANCIAL SERVICES FIRM SPECIALIZING IN RETIREMENT AND PRE-RETIREMENT SERVICES. I AM A CASE MANAGER. I ASSIST MY WIFE, APRIL REED CREWS, WHO IS ALSO AN IAR. I HELP WITH SEVERAL ASPECTS OF THE BUSINESS, INCLUDING BUT NOT LIMITED TO: PROSPECTING, DATABASE MANAGEMENT, CLIENT SERVICES, ILLUSTRATED GENERATION, AND REVENUE AND EXPENSE TRACKING. ADDITONALLY I AM LICENSED FOR INSURANCE SALES. START DATE: JULY 1, 2011 WORK: 40-60 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-14 |
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