Unclaimed
Reed Norman Lengel is a financial advisor who has been in the industry since 1982. Currently, Reed Norman Lengel is registered with Calton & Associates, Inc. Previously, Reed Norman Lengel was also employed by several firms including IFS Securities, J.P. Turner & Company, L.L.C., LPL Financial LLC, Gunnallen Financial, Inc, First Southeastern Securities Group, Incorporated, FSC Securities Corporation, Dean Witter Reynolds Inc., Prudential-Bache Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Reed Norman Lengel holds multiple licenses including Series 4, 7, 24, 31, 63, and 65. Reed Norman Lengel is also a Registered Representative and Investment Advisor Representative for the firm, Calton & Associates, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/15/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
GA
12/01/2015 - 10/08/2019
IFS SECURITIES (ATLANTA GA)
CO
02/23/2011 - 12/03/2015
J.P. TURNER & COMPANY, L.L.C. (DENVER CO)
FL
04/09/2010 - 02/28/2011
LPL FINANCIAL LLC (LAND O LAKES FL)
FL
12/06/2006 - 03/30/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
01/05/2001 - 12/13/2006
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
GA
02/18/1999 - 01/25/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
01/22/1990 - 02/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/12/1987 - 02/01/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
06/16/1982 - 01/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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