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About this Advisor
Alexander Reed is a certified financial planner and chartered financial consultant working out of Portland, Oregon, who has been in the advisory business for 12 years. Reed is an employee of Cwm, LLC. Throughout their career, Reed has worked at Double Diamond Rest, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Governor Hotel, Premiere Valet, University Of Oregon, World Wheelchair Sports, University Of Denver, Cetera Advisor Networks and Cwm, LLC. Reed holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Cwm, LLC is a company that has its headquarters in Portland, Oregon. It has offices in 76 locations and a total of 343 employees. It has $5 billion in total assets between its 24,247 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 24,247 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cwm, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on which services the firm provides the client. Fees charged by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alexander Reed Work History
Alexander has 12 years of experience.
Cetera Advisor Networks
Double Diamond Rest
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
University Of Oregon
World Wheelchair Sports
University Of Denver
Alexander Reed has no disclosures.
Please visit their SEC profile for more details.