linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Homer Clifton Reed

Wealthfront Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Homer? Claim Your Profile

About Homer Clifton Reed

Homer Clifton Reed is a financial advisor with Wealthfront Advisers LLC in Palo Alto, CA. Homer has over 5 years of experience in the financial services industry. Prior to joining Wealthfront Advisers LLC, Homer was a financial advisor at Ally Invest Securities LLC in Charlotte, NC. Homer is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 4, 7, 24, and 66 licenses. He is also a registered investment advisor in California. Homer specializes in providing investment advisory services to individuals and businesses.

Firm Information

Homer Reed is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

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.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

Revenue share with affiliate - bd

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Homer Reed’s Registration & Firm History

CA

08/04/2023 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

NC

06/11/2021 - 07/26/2023

ALLY INVEST SECURITIES LLC (Charlotte NC)

NC

12/15/2020 - 05/17/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

Not sure if Homer Clifton Reed is right for you?

Licenses & Designations

BOTH

Issued 01/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2022

Series 4 - Registered Options Principal Examination

BC

Issued 04/05/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Homer Clifton Reed.
Not sure if Homer Clifton Reed is right for you?