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Carlton Louis Reed

MSH Capital Advisors LLC

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About Carlton Louis Reed

Carlton Louis Reed is an investment advisor representative associated with MSH Capital Advisors LLC. Carlton has been in the financial services industry since March 12, 2016. Carlton holds the Series 7, 24, 63, and 66 licenses. Carlton has prior registration with VANGUARD MARKETING CORPORATION and WM SMITH & CO..

Firm Information

Carlton Reed is currently registered with MSH Capital Advisors LLC. MSH Capital Advisors LLC is an investment advisory firm located in Scottsdale, AZ. They provide financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm has 23 registered representatives and manages approximately $1 billion in assets.
MSH Capital Advisors LLC

23350 N PIMA ROAD

SCOTTSDALE, AZ 85255-7153

$1.04B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carlton Reed’s Registration & Firm History

AZ

09/25/2023 - Present

MSH Capital Advisors LLC (SCOTTSDALE AZ)

AZ

07/20/2016 - 09/20/2023

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

CO

04/07/2010 - 08/13/2010

WM SMITH & CO. (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Carlton Louis Reed.
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