WR
William W. Reed
FIRST FINANCIAL COACHING
Harlingen, TX 78550
Some features on this profile are disabled
CRD#: 2708571
WR
Professional summary
William Wesley Reed, AIF®, who also goes by Wesley Reed, William Wesley Reed III, is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Harlingen, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wesley Reed | William Wesley Reed Iii
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.
1-DAY FINANCIAL GROUP; NON-INVESTMENT RELATED; 1251 NORTH STUART PLACE ROAD, HARLINGEN, TX 78552; APPOINTED WITH MULTIPLE CARRIERS FOR LIFE, GROUP AND ANNUITIES; SALES; 1976; 110 HRS/MONTH; 6 HRS/DAY; COMPENSATION-BASED ON SALES; SALES 2-MUNICIPAL UTILITY DISTRICT #1; NON-INVESTMENT RELATED; 2335 HUDSON BLVD., BROWNSVILLE TX 78521; SETS POLICY FOR THE MUD DISTRICT; PRESIDENT; 1998; 1 HR/MONTH; NONE/DAY; COMPENSATION-PER MEETING; WE VOTE ON ISSUES PERTAINING TO THE MUD DISTRICT
CRS (Client Relationship Summary) - RIA
Click below to view William Wesley 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®
Experience
Current
April 1, 2010 - Present
FIRST FINANCIAL COACHING, INC.
Office #1: 1251 North Stuart Place Road, Harlingen, TX 78550RIA
CRD#: 152070
Harlingen, TX
Past
February 22, 2010 - December 31, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
HARLINGEN, TX
Past
November 29, 2007 - March 1, 2010
OSAIC FS, INC.
RIA
CRD#: 3870
HARLINGEN, TX
Past
May 4, 2007 - March 1, 2010
OSAIC FS, INC.
BD
CRD#: 3870
HARLINGEN, TX
Past
January 7, 2005 - May 11, 2007
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
HARLINGEN, TX
Past
October 1, 1997 - December 31, 2004
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
June 6, 1996 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)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
Texas(4/1/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
144 South Main St., Mt. Clemens, MI 48043
Mailing Address
Phone number
(586) 463-1880
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,877 |
| AUM (Assets Under Management) | $ 279,664,257 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
