Gregory Reid (CRD# 4985430) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Valdosta, GA and has over 18 years of experience in the finance industry.
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Dec 2022 - Current | 1 |
| Cbc Bank | Valdosta, GA | Dec 2022 - Current | 1 |
| Edward Jones | St. Louis, MO | Jun 2005 - Dec 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- GA
-
Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- 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
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