Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cody Reed is an active investment advisor representative registered with LPL Financial LLC. William has been working in the financial services industry since April 22, 2019. William is registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and the states of Alabama, Arizona, Colorado, Florida, Kansas, Massachusetts, Minnesota, New Mexico, New York, North Carolina, Oregon, South Dakota, Tennessee, Texas, Utah, and Wyoming. William specializes in providing financial planning, portfolio management, and consulting services for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
01/15/2025 - Present
LPL Financial LLC (GRAND JUNCTION CO)
BOTH
Issued 07/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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