May
Reid
Kestra Private Wealth Services, LLC
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About this Advisor
May Reid is a financial advisor working in Greenville, South Carolina, who has 1 year of industry experience. Reid is an employee of Kestra Private Wealth Services, LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Bank Of Travelers Rest, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Reid has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. Kestra Private Wealth Services, LLC is a financial advisory business based in Austin, TX. The firm has offices in 42 locations and a total of 119 employees. It handles $5 billion in total assets between its 14,374 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 14,374 client accounts, 23% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Kestra Private Wealth Services, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
May has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Wells Fargo Clearing Services, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Bank Of Travelers Rest
*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 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
Brea, CA
Brea, CA
Austin, TX
San Diego, CA
Brea, CA
Austin, TX
Huntersville, NC
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