Wesley R. Reed

THREE MAGNOLIAS FINANCIAL ADVISORS

Winston Salem, NC 27103

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CRD#: 2873119

Professional summary

Wesley Robert Reed, who also goes by Wes Reed, is a registered financial advisor currently at THREE MAGNOLIAS FINANCIAL ADVISORS located in Winston Salem, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Winston-salem, North Carolina.

Wesley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Wesley has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wes 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.

1) Eye Candy Aviation. 400 E Bay St, Suite 2009, Jacksonville, FL 32202. Consultant to an aviation related business. Independent consultant. 10 hrs/mo; 0-10 during trading hrs. Not investment related. 2) Whiskey Romeo 1, LLC. 400 E Bay St, Suite 2009, Jacksonville, fL 32202. Airplane Ownership, management and block time leasing. Owner of the LLC. 10 hrs/mo; 0-10 during trading hrs. Not investment related. 3) Three Magnolias Financial Advisors. 110 Oakwood Drive, Suite 480, Winston Salem, NC 27103. RIA. 150 hrs/mo; 120 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Robert Reed's CRS (Customer Relationship Summary).

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

September 18, 2009 - Present

THREE MAGNOLIAS FINANCIAL ADVISORS

Office #1: 110 Oakwood Drive Suite 480, Winston Salem, NC 27103

RIA

CRD#: 114471

Winston Salem, NC

Current

June 10, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 110 Oakwood Dr, Ste 480, Winston-salem, NC 27103

RIA

CRD#: 120222

Winston-Salem, NC

Past

August 27, 2009 - June 12, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WINSTON-SALEM, NC

Past

December 8, 2003 - September 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WINSTON SALEM, NC

Past

October 1, 1999 - September 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WINSTON SALEM, NC

Past

May 16, 1997 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

THREE MAGNOLIAS FINANCIAL ADVISORS

BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC

CRD#: 114471 / SEC#: 801-60460

RIA

Registered Investment Advisory firm - (7/30/2001 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(6/10/2024)

IAR

North Carolina
(9/18/2009)

North Carolina
(6/10/2024)

IAR

Texas
(3/14/2019)

Texas
(6/10/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/13/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/14/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/6/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THREE MAGNOLIAS FINANCIAL ADVISORS

BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC

CRD#: 114471 / SEC#: 801-60460

RIA

Registered Investment Advisory firm - (7/30/2001 Approved)

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Contact information

Main Address

110 Oakwood Drive Suite 480, Winston Salem, NC 27103

Mailing Address

Phone number

(336) 701-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,471
AUM (Assets Under Management)	$ 414,201,000

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Wesley R. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Robert Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

THREE MAGNOLIAS FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/1997

Series 63

Date: 5/20/1997

SIE

Date: 10/1/2018

Series 31

Date: 2/13/2009

Series 7

Date: 5/14/1997

Series 24

Date: 7/6/2017

FINRA

Current Firm

THREE MAGNOLIAS FINANCIAL ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THREE MAGNOLIAS FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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