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DR

Douglas E. Reed

ATLANTICMIDWEST INVESTMENT RESEARCH
Moca, PR 00901
Some features on this profile are disabled
CRD#: 2183514
DR

Professional summary

Douglas Earl Reed, who also goes by Doug Reed, is a registered financial advisor currently at ATLANTICMIDWEST INVESTMENT RESEARCH, LLC located in Moca, .

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Douglas has worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Doug Reed

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Earl Reed's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 19, 2020 - Present

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

Office #1: 318-328 Cll José Celso Barbosa, Moca, PR 00901
RIA
CRD#: 305618
Moca, PR
Past

October 18, 2016 - July 6, 2018

AMERICASRETIREMENTPLAN.COM

RIA
CRD#: 285244
OVERLAND PARK, KS
Past

January 1, 2015 - September 15, 2022

REED FINANCIAL GROUP, INC.

RIA
CRD#: 140167
OVERLAND PARK, KS
Past

May 10, 2007 - December 31, 2008

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
MONACA, PA
Past

August 7, 2006 - December 31, 2014

REED FINANCIAL GROUP, INC.

RIA
CRD#: 140167
OVERLAND PARK, KS
Past

July 9, 2004 - December 31, 2004

PROSPERITY NETWORK, INC

RIA
CRD#: 116331
OVERLAND PARK, KS
Past

January 1, 2004 - August 9, 2006

CETERA ADVISORS LLC

RIA
CRD#: 10299
OVERLAND PARK, KS
Past

January 1, 2004 - August 9, 2006

CETERA ADVISORS LLC

BD
CRD#: 10299
OVERLAND PARK, KS
Past

March 22, 2002 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA
CRD#: 10332
OVERLAND PARK, KS
Past

March 11, 2002 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

August 1, 2000 - March 15, 2002

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 28, 1997 - August 8, 2000

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

October 23, 1991 - November 16, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(2/20/2020)
IAR
Missouri
(2/21/2020)
IAR
Puerto Rico
(2/19/2020)
IAR
Texas
(4/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/15/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/23/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AI
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
ATLANTICMIDWEST INVESTMENT RESEARCH LLC | REED FINANCIAL GROUP PR, LLC DBA ATLANTICMIDWEST GLOBAL ADVISORS | ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

CRD#: 305618 / SEC#:

Kansas
Registered Investment Advisory firm - (2/20/2020 Approved)
Missouri
Registered Investment Advisory firm - (2/21/2020 Approved)
Puerto Rico
Registered Investment Advisory firm - (2/14/2020 Approved)
Texas
Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)
PREMIUM
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Contact information

Main Address
61 Antonio Lopez Suite 203, Humacao, PR 00791
Mailing Address
Phone number
(913) 491-0868
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts179
AUM (Assets Under Management)$ 28,141,909

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

CRD#: 305618Moca, PR 00901

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