Douglas Reed (CRD# 2183514) is an Investment Advisor Representative working at Atlanticmidwest Investment Research, LLC in Moca, PR and has over 26 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlanticmidwest Investment Research, LLC | Overland Park, KS | Nov 2019 - Current | 4 |
| Reed Financial Group, Inc. Dba Strategic Wealth Initiative | Overland Park, KS | Jul 2019 - Current | 4 |
| Archimedes Worldwide, Llc Dba Docvinodineros Best Of Wine & Tr | Overland Park, KS | Jul 2019 - Current | 4 |
| Rg Dynamic Markets, Inc. | Overland Park, KS | Jun 2016 - Current | 7 |
| Reed Financial Group, Inc. | Overland Park, KS | Aug 2006 - Current | 17 |
| Americasretirementplan.com | Overland Park, KS | Oct 2016 - Jul 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- KS
- MO
- PR
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$154,185
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
KS, MO, PR, TX
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