Joseph Reed (CRD# 7597637) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Amory, MS and has 1 year of experience in the finance industry.
CRD# 4594963
Addicus Advisory, LLC
CRD# 2471402
Edward Jones
CRD# 5175086
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Amory, MS | Jul 2023 - Current | < 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Jul 2022 - Jul 2023 | 1 |
| Modern Woodmen Of America | Rock Island, IL | Apr 2022 - Jul 2023 | 1 |
| Lauderdale Hamilton Inc. | Shannon, MS | Feb 2020 - Jul 2022 | 2 |
| Central Station Grill | Starkville, MS | Jun 2019 - Feb 2020 | < 1 |
| Unemployed | Starkville, MS | Nov 2018 - Jun 2019 | < 1 |
| Restaurant Tyler | Starkville, MS | Mar 2018 - Nov 2018 | < 1 |
| Mississippi State University | Starkville, MS | Aug 2017 - Mar 2018 | < 1 |
| Mississippi Bee's | Jackson, MS | May 2017 - Jul 2017 | < 1 |
| Ely's Restaurant And Bar | Ridgeland, MS | Mar 2016 - May 2017 | 1 |
| Craftmen's Guild Of Mississippi | Ridgeland, MS | Dec 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MS
-
Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
-
Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.