David Reel (CRD# 5228522) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 15 years of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Apr 2020 - Current | 4 |
State Farm Vp Management Corp. | Blountville, TN | Jul 2009 - Mar 2020 | 10 |
David Reel Insurance Agency | Blountville, TN | Jul 2009 - Mar 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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