Carl Reed (CRD# 7381600) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Virginia Beach, VA and has over 2 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Oneascent Financial Services LLC | Birmingham, AL | Sep 2023 - Current | < 1 |
Gateway Wealth Partners, LLC | Van Wert, OH | Oct 2022 - Sep 2023 | < 1 |
Lpl Financial, LLC | Van Wert, OH | May 2021 - Sep 2023 | 2 |
Advisors' Pride Inc. | Van Wert, OH | May 2022 - Oct 2022 | < 1 |
James Madison University | Harrisonburg, VA | Sep 2018 - May 2022 | 3 |
Strategence Capital | Van Wert, OH | May 2021 - Feb 2022 | < 1 |
Lowes | Harrisonburg, VA | May 2020 - Oct 2020 | < 1 |
Camp Kids Place | Arlington, VA | Jan 2019 - Sep 2019 | < 1 |
Virginia Beach Parks And Rec | Virginia Beach, VA | Oct 2017 - Sep 2018 | < 1 |
Ocean Lakes High School | Virginia Beach, VA | Sep 2016 - Jun 2018 | 1 |
Washington Capitals | Washington Dc, VA | Sep 2014 - Jun 2016 | 1 |
Oakton High School | Vienna, VA | Sep 2014 - Jun 2016 | 1 |
Mosby Woods Swim Pool | Fairfax, VA | Jun 2014 - Jun 2016 | 2 |
Reed Academy | Camarillo, CA | Jan 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- VA
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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