Michael Reid (CRD# 6533418) is an Investment Advisor Representative working at H&h Retirement Design And Management Inc. in Prattville, AL and has over 7 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
H&h Retirement Design And Management Inc. | Las Vegas, NV | Mar 2024 - Current | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2021 - Mar 2024 | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2021 - Mar 2024 | 2 |
Park Avenue Securities | Needham, MA | Oct 2020 - Sep 2021 | < 1 |
Guardian Life Insurance Company | Needham, MA | Aug 2020 - Sep 2021 | 1 |
Cantor Fitzgerald & Co | Boston, MA | Sep 2015 - Aug 2020 | 4 |
Janney Montgomery Scott | Boston, MA | Jul 2015 - Sep 2015 | < 1 |
State Street Bank & Trust | Boston, MA | Jun 2013 - Sep 2015 | 2 |
Santander Bank | Boston, MA | Jun 2015 - Jul 2015 | < 1 |
Northeastern University | Boston, MA | Sep 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2016 |
- AL
- NV
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts555ACCOUNTS
-
Average Account Value$414,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IA, NJ, NV, OR
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