Dave
Reed
Gaddis Premier Wealth Advisors LLC
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About this Advisor
Dave Reed is a financial advisor based in Durant, Oklahoma, working with Gaddis Premier Wealth Advisors LLC. Dave has previously held positions at Landmark Bank, Cetera Investment Services LLC, Raymond James Financial Services Advisors Inc, Lpl Financial, LLC, Private Client Services, LLC, Raymond James Financial Advisors, and Gaddis Premier Wealth Advisors LLC. Dave has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Dave is part of Gaddis Premier Wealth Advisors LLC, which operates out of Durant, Oklahoma. The firm has 6 offices and 16 employees. The firm manages assets totaling $278.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Gaddis Premier Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Gaddis Premier Wealth Advisors LLC Brokerage Details
$278,595,209
16
1,907
$146,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dave Reed Work History
Private Client Services, LLC
Gaddis Premier Wealth Advisors LLC
Lpl Financial, LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Advisors
Landmark Bank
Cetera Investment Services LLC
Disclosures
Please visit the SEC profile of Dave Reed 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 Gaddis Premier Wealth Advisors LLC
Durant, OK
Durant, OK
Durant, OK
Denison, TX
Durant, OK
Durant, OK
Durant, OK
Durant, OK
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