May
Reid
Kestra Private Wealth Services, LLC
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About this Advisor
May Reid is a financial advisor based in Greenville, South Carolina, working with Kestra Private Wealth Services, LLC. May has previously held positions at Raymond James Financial Services Advisors Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. May has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, May is part of Kestra Private Wealth Services, LLC, which operates out of Greenville, South Carolina. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
May Reid Work History
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Wells Fargo Clearing Services, LLC
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of May Reid 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 Kestra Private Wealth Services, LLC
Huntersville, NC
Austin, TX
Castle Pines, CO
Austin, TX
Burlington, MA
Ogden, UT
Boca Raton, FL
Greenville, SC
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