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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garrison Reed is an investment advisor representative with Canopy 360 Wealth, LLC, registered with the state of Florida. William has been in the industry since 2022 and has been with Canopy 360 Wealth, LLC since 2024. William holds the Series 65 license and specializes in financial planning and portfolio management for individuals. William can assist individuals, high net worth individuals, and pension and profit sharing plans. William has a background in education and worked at the University of Florida and Redeemer Christian High School.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
08/21/2024 - Present
Canopy 360 Wealth, LLC (OCALA FL)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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