Reid
Braun

Howard Bailey Securities, LLC

CRD#6265557
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Reid Braun is a financial advisor based in Fort Wayne, Indiana, with 4 years of industry experience. Braun is an advisor for Howard Bailey Securities, LLC. Braun has gained experience at Lincoln Financial Distributors, Indiana University, Lincoln Financial Advisors, Mercap Securities, LLC, Ash Brokerage Corporation and Howard Bailey Securities, LLC. Braun holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Indiana. Howard Bailey Securities, LLC is a financial advisory company that has its headquarters in Fort Wayne, IN. The company has offices in three locations and a total of 12 employees. It has $373 million in total assets between its 4,082 client accounts, making it one of the bigger firms in the country by assets under management. Of its 4,082 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Howard Bailey Securities, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically are based on which service is offered. Fees billed by Howard Bailey Securities, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5916 Covington Rd
Fort Wayne, IN 46804

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Howard Bailey Securities, LLC Brokerage Details

Total Assets Under Management

$372,998,144

IN Average: $1,347,246,178
Total Number of Employees

12

IN Average: 46
Total Number of Accounts

4,082

IN Average: 1,775
Average Account Size

$91,376

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Reid Braun Work History

Reid has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Howard Bailey Securities, LLC

2016 - 2017 (1 year)

Mercap Securities, LLC

2016 - 2019 (3 years)

Ash Brokerage Corporation

2015 - 2016 (1 year)

Lincoln Financial Advisors

2013 - 2015 (2 years)

Lincoln Financial Distributors

2009 - 2013 (4 years)

Indiana University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Reid Braun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Howard Bailey Securities, LLC

Robert Mccoy
Fort Wayne, IN
Kelsey Dagle
Fort Wayne, IN
Marshal Johnson
Fort Wayne, IN
Christopher Horoky
Fort Wayne, IN
David Littrell
Fort Wayne, IN
Sara Provines
Fort Wayne, IN
Isaac Berg
Fort Wayne, IN
John Nuechterlein
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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