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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Wesley Reed is a registered investment advisor representative with Avantax Advisory Services. Todd has been in the financial services industry since February 2, 2000. Todd is licensed in Indiana and Kentucky. Todd works with a variety of clients including high-net-worth individuals, corporations, and pension plans. Todd's firm offers financial planning, portfolio management, and educational seminars. Todd is also a registered representative with Avantax Insurance Agency, LLC. Todd's office is located at 486 Helton Road, Williamstown, Kentucky.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
KY
06/15/2000 - Present
Avantax Advisory Services (WILLIAMSTOWN KY)
IA
Issued 03/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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