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ER

Elbert L. Reames

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CRD#: 372036
ER

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elbert Lile Reames JR, who also goes by Bert Reames, Elbert Lyle Reames Jr, Gator Reames, was a registered financial professional .

Elbert is a previously registered financial professional and started their career in finance in 1970. Elbert had worked at 7 firms and has passed the Series 65, Series 2 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bert Reames | Elbert Lyle Reames Jr | Gator Reames

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 13, 2003 - November 7, 2024

BERT REAMES INVESTMENT ADVISORS, INC.

RIA
CRD#: 141986
DAYTONA BEACH, FL
Past

August 7, 2003 - April 15, 2005

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

May 22, 2003 - July 10, 2003

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

October 15, 1993 - November 6, 2002

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

June 19, 1983 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

February 16, 1982 - April 23, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 1, 1970 - April 23, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 4/14/1970
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 1
Date: 4/14/1970
Registered Representative Examination

Current Firm


BR
BERT REAMES INVESTMENT ADVISORS, INC.
BERT REAMES INVESTMENT ADVISORS, INC. | THOMAS VICTOR MCGUIRE (1.A. WAS ORIGINALLY FILLED OUT IN ERROR).

CRD#: 141986 / SEC#:

Florida
Registered Investment Advisory firm - (10/13/2003 Approved)
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Contact information


Main Address
Jacksonville, FL
Mailing Address
Phone number
(386) 852-2999
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

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


BERT REAMES INVESTMENT ADVISORS, INC.

CRD#: 141986

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