Walter Paden Reed

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2021 → Present
  First Legacy Wealth Management
  San Angelo, TX
• 06/2018 → 02/2021
  Exxonmobil
  Spring, TX
• 07/2016 → 05/2018
  University Of Houston
  Houston, TX
• 05/2017 → 08/2017
  Geokinetics
  Houston, TX
• 06/2019 → Present
  Self Employed
  Spring, TX
• 11/2021 → Present
  Lpl Financial, Llc
  Spring, TX

Other Businesses

1)12/14/2021 - First Legacy Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/14/2021 - Preacher - preach for churches when they need someone to fill in or on special occasions - Non-Inv Rel - Spring, TX - Start: 2019

Exams

• S66 Uniform Combined State Law Examination
  2022-03-31

Other Names

• Walter Reed