William Wesley Reed

Employer firm

First Financial Coaching, Inc. CRD 152070

$671M regulatory AUM

Reported services (Item 5G)

• Selection of other advisers
• Educational seminars
• FINANCIAL ANALYSIS

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

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

Current Employers

Employment History

• 02/2010 → 12/2017
  Triad Advisors, Inc
  Norcross, GA
• 09/2009 → Present
  First Financial Coaching, Inc.
  Mt. Clemens, MI

Previous Registrations

• 2007-11-29 → 2010-03-01
  Osaic Fs, Inc.
  Harlingen, TX

Other Businesses

1-DAY FINANCIAL GROUP; NON-INVESTMENT RELATED; 1251 NORTH STUART PLACE ROAD, HARLINGEN, TX 78552; APPOINTED WITH MULTIPLE CARRIERS FOR LIFE, GROUP AND ANNUITIES; SALES; 1976; 110 HRS/MONTH; 6 HRS/DAY; COMPENSATION-BASED ON SALES; SALES 2-MUNICIPAL UTILITY DISTRICT #1; NON-INVESTMENT RELATED; 2335 HUDSON BLVD., BROWNSVILLE TX 78521; SETS POLICY FOR THE MUD DISTRICT; PRESIDENT; 1998; 1 HR/MONTH; NONE/DAY; COMPENSATION-PER MEETING; WE VOTE ON ISSUES PERTAINING TO THE MUD DISTRICT

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-24
• S63 Uniform Securities Agent State Law Examination
  1996-04-24

Other Names

• William Wesley Reed
• William Wesley Reed
• Wesley Reed