ADVISOR BIO

Reed Romo is a financial advisor registered with Cetera Investment Advisers LLC. Reed has been in the financial services industry since December 2023. Reed has a Series 66, Series 7TO and SIE license and is registered in Arizona and California. Reed focuses on financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Reed Montgomery is a financial professional with over 20 years of experience in the industry. Reed is currently registered with Planmember Securities Corp. and has previously been registered with other firms including Madison Avenue Securities, Inc., NYLIFE Securities Inc., Veritrust Financial, LLC, Aragon Financial Services, Inc., and Brookstreet Securities Corporation. Reed has a broad range of experience in financial services, including insurance, banking, and tax preparation. Reed is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Reed Theodore Johnson is a financial advisor with over 30 years of experience in the industry. Reed Johnson is currently registered with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC in California. Reed Johnson has a broad range of experience, having previously been registered with several firms, including Spelman & Co., Inc. and Sunamerica Securities, Inc. Reed Johnson has a variety of licenses and certifications, including the Series 7, 24, 52, 53, 63 and 65 licenses. Reed Johnson specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Reed Scott is a financial advisor with over 15 years of experience in the industry. He currently works with Advisor Share Wealth Management, specializing in financial planning, pension consulting, and comprehensive asset management. Reed Scott has a strong understanding of the financial services industry and a commitment to helping clients achieve their financial goals. Reed Scott's previous experience includes roles with CETERA ADVISOR NETWORKS LLC and ASSOCIATED SECURITIES CORP. Reed Scott holds Series 66, Series 7, and SIE licenses. He is also registered in California.

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ADVISOR BIO

Reed Lefevre is a financial advisor at Osaic Wealth, Inc. Reed has been in the industry since 1986 and is registered with both FINRA and the SEC. Reed is a Certified Financial Planner and has experience providing a wide range of financial services, including financial planning, pension consulting, and portfolio management. Reed is passionate about helping individuals and businesses achieve their financial goals.

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ADVISOR BIO

Reed Chandler Nichols is a financial advisor at LPL Financial LLC. Reed has been in the financial services industry since 2008. Reed has a Series 7, Series 6, Series 63, and Series 65 license. Reed also has a Series 24. Reed is registered in Arizona, California, Hawaii, Idaho, Michigan, Nevada, New York, Oregon, Texas, Utah and Washington. Reed previously worked at CUNA Brokerage Services, Inc., Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and S.L. Reed & Company. Reed specializes in providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Reem Moussa is a financial advisor with LPL Financial LLC, serving clients in the Temecula, California area. Reem has been in the industry since February 28, 2013 and is currently registered with the state of California to provide both brokerage and investment advisory services.

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ADVISOR BIO

Reese Roberts is a financial advisor based in Irvine, California. Reese has been in the financial industry since June 2015 and is currently a Managing Partner at PacificView Wealth Management, which operates through NewEdge Advisors. Reese holds Series 7 and Series 66 licenses, as well as the SIE exam. Reese provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth individuals.

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ADVISOR BIO

Reesuk Kim has been in the financial services industry since 2005 and has a diverse background in investments. Reesuk Kim holds licenses to provide investment advice and sell securities in multiple states, including California, Nevada, Oregon, Texas, and Virginia. Reesuk Kim currently works at Golden State Wealth Management, LLC, and has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Reesuk Kim's background includes experience in non-variable insurance, financial planning, and portfolio management. Reesuk Kim's current role at Golden State Wealth Management, LLC involves working with individual clients, as well as businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Regan Michael Turner is a financial advisor with over 20 years of experience in the industry. Regan is a Certified Financial Planner and holds a variety of licenses including Series 6, 7, 63, and 65. Regan currently works with Global Retirement Partners LLC. Regan also works with HUB Retirement and Wealth Management, a DBA for LPL Financial business. Prior to that, Regan was a registered representative with The O.N. Equity Sales Company and Intersecurities, Inc. Regan has a broad range of experience in the industry, and is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS