Curtis James Reed
CFP®Professional Summary
Curtis James Reed, CFP® is a registered financial advisor currently at WELSPIRE LLC located in Upper Arlington, Ohio. Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Curtis has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 52, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
WELSPIRE LLC
Contact Information
Main Address
2400 Cambridge Boulevard, Upper Arlington, OH 43221Phone Number
(614) 745-1696# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
64AUM (Assets Under Management)
$26,475,610Similar Advisors
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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.
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State Registrations and Notice Filings
(5/8/2015)
(10/18/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2012About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2012About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Curtis James Reed's CRS (Customer Relationship Summary).
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