PR
Perry D. Reed
PERRY D. REED & COMPANY, P.C.
LONGVIEW, TX 75601
Some features on this profile are disabled
CRD#: 4436047
PR
Professional summary
Perry Donald Reed is a registered financial advisor currently at PERRY D. REED & COMPANY, P.C. located in Longview, Texas.
Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Perry has worked at 1 firm and has passed the Series 66 exam.
Question & Answer
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.
PERRY D REED & COMPANY, P.C., 1223 JUDSON RD, LONGVIEW TX 75601, PRESIDENT AND CEO, CERTIFIED PUBLIC ACCOUNTANT LICENSED IN THE STATES OF TEXAS, LOUISIANA AND NEW MEXICO, SEPTEMBER 25, 1987, 228 HOURS A MONTH /
PERRY D REED INVESTMENTS, INC., 1223 JUDSON RD, LONGVIEW TX 75601, PRESIDENT, PERSONAL OIL & GAS AND INVESTMENTS, JULY 11, 2001, 20 HOURS A MONTH /
PERRY D REED FAMILY LIMITED PARTNERSHIP, 1223 JUDSON RD, LONGVIEW TX 75601, LIMITED PARTNER, PERSONAL RESIDENTIAL AND COMMERCIAL REAL ESTATE, STOCKS, BONDS AND OTHER PERSONAL INVESTMENTS INCLUDING OIL & GAS ROYALTIES, JUNE 9, 2004, 20 HOURS A MONTH /
PERRY D REED PRODUCTIONS, LLC, 1223 JUDSON RD, LONGVIEW TX 75601, MANAGING MEMBER, DORMANT/INACTIVE JUNE 2, 2008
CRS (Client Relationship Summary) - RIA
Click below to view Perry Donald 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®
NoneExperience
Current
August 1, 2003 - Present
PERRY D. REED & COMPANY, P.C.
Office #1: 1223 Judson Road, Longview, TX 75601RIA
CRD#: 114282
LONGVIEW, TX
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(8/1/2003)
Current Firm
PD
PERRY D. REED & COMPANY, P.C.
PERRY D. REED & COMPANY, P.C.
CRD#: 114282 / SEC#:
Texas
Registered Investment Advisory firm - (2/23/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1223 Judson Road, Longview, TX 75601
Mailing Address
P.o. Box 1352, Longview, TX 75606-1352
Phone number
(903) 757-4071
Established
Firm type
Fiscal year end
# of Employees
8
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.
