DR
Derek J. Reed
BEAUPORT FINANCIAL SERVICES
GLOUCESTER, MA 01930
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CRD#: 2938923
DR
Professional summary
Derek Jason Reed, CFP®, CLU® is a registered financial advisor currently at BEAUPORT FINANCIAL SERVICES, LLC located in Gloucester, Massachusetts and VALMARK ADVISERS, INC. located in Gloucester, Massachusetts.
Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Derek has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Long-term Care
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.) I AM LICNENSED IN MA TO SELL MEDICAL AND DENTAL INSURANCE (GROUP PLANS)WITH TUFTS, BLUE CROSS/BLUE SHEILD, AETNA, HARVARD PILGRIM AND DELTA DENTAL. ALSO HAVE A SMALL AMOUNT OF BUSINESS WITH GUARDIAN, UNUM, CNA, TRANSAMERICA, US LIFE AND NEW ENGLAND FINANCIAL/// 2.) BEAUPORT FINANCIAL SERVICES LLC./BEAUPORT FINANCIAL SERVICES;3 HERITAGE WAY STE 2, GLOUCESTER MA 01930; OUTSIDE RIA; PARTNER; FEE BASED FINANCIAL PLANNING; INVESTMENT RELATED/// 3.) Gordon College, Wenham, MA; Adjunct Professor for half spring semester 2020 Gordon College Masters in Financial Analysis; Teaching a night course for 8 weeks to students on Portfolio Construction and Risk Management; investment related; compensation is one time stipend./// 4.) Publishing a book, The Imperfect Storm, and listed it on Amazon etc. for sale, will do talks on the book as well; Middle of March 2025 launch date; 20 Juniper Street, Wenham MA 01984; book sales and talks; Author; Promote book; NOT Investment Related; Start Date March 2025; Yes Financial Interest - Self published author, Approximately 6-10 hrs. per month; Have bank account listed on book sale websites and any speaker fee can be paid to me or RIA.///
CRS (Client Relationship Summary) - RIA
Click below to view Derek Jason 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®
CFP®
Start date: 2007
Experience
Current
June 22, 2004 - Present
BEAUPORT FINANCIAL SERVICES, LLC
Office #1: 3 Heritage Way Suite 2, Gloucester, MA 01930RIA
CRD#: 129996
GLOUCESTER, MA
Current
November 9, 2004 - Present
VALMARK ADVISERS, INC.
Office #1: 3 Heritage Way Suite 2, Gloucester, MA 01930RIA
CRD#: 108050
GLOUCESTER, MA
Current
October 24, 2003 - Present
VALMARK SECURITIES, INC.
Office #1: 3 Heritage Way Suite 2, Gloucester, MA 01930BD
CRD#: 31243
Gloucester, MA
Past
September 4, 1997 - October 24, 2003
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
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
RR
California(3/3/2008)
IAR
California(1/2/2013)
RR
Colorado(9/6/2013)
IAR
Colorado(9/6/2013)
RR
Connecticut(11/29/2005)
IAR
Connecticut(1/25/2008)
IAR
Delaware(2/12/2024)
RR
Delaware(9/17/2024)
IAR
District of Columbia(3/12/2019)
RR
District of Columbia(8/18/2022)
RR
Florida(1/5/2004)
IAR
Florida(8/25/2009)
RR
Illinois(8/29/2013)
IAR
Illinois(4/4/2024)
RR
Maine(10/24/2003)
IAR
Maine(11/19/2020)
RR
Maryland(1/5/2004)
IAR
Maryland(5/22/2023)
RR
Massachusetts(10/24/2003)
IAR
Massachusetts(6/22/2004)
RR
Minnesota(8/30/2021)
RR
Missouri(3/17/2022)
IAR
Nevada(1/29/2020)
RR
New Hampshire(10/24/2003)
IAR
New Hampshire(8/22/2005)
RR
New York(1/5/2004)
IAR
New York(3/16/2023)
RR
North Carolina(11/3/2015)
IAR
North Carolina(5/2/2023)
IAR
Oregon(9/17/2024)
RR
Pennsylvania(11/18/2021)
IAR
Rhode Island(3/8/2022)
RR
Rhode Island(3/26/2025)
IAR
South Carolina(3/8/2021)
RR
Tennessee(12/17/2012)
RR
Texas(10/13/2022)
RR
Virginia(5/6/2013)
RR
Wisconsin(11/18/2013)
IAR
Wisconsin(11/18/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
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.
