Reed P. Williams

CROSSMARK DISTRIBUTORS

HOUSTON, TX 77024

CRD#: 4470776

Some features on this profile are disabled

Professional summary

Reed Paul Williams, who also goes by Reed Williams, is a registered financial professional currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Reed is registered as a RR (Registered Representative) and started their career in finance in 2002. Reed has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Reed Williams

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) - BD

Click below to view Reed Paul Williams'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®

None

Experience

Current

May 27, 2026 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 9753 Katy Freeway Suite 200, Houston, TX 77024

CRD#: 14970

HOUSTON, TX

Past

September 1, 2020 - January 5, 2026

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

October 29, 2018 - December 6, 2018

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

December 16, 2014 - November 1, 2016

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

June 13, 2006 - December 31, 2014

ALPS DISTRIBUTORS, INC.

CRD#: 16853

NEW YORK, NY

Past

May 27, 2002 - May 16, 2006

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

State Registrations and Notice Filings

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

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

Alabama
(5/27/2026)

Alaska
(5/27/2026)

Arizona
(5/27/2026)

Arkansas
(5/27/2026)

California
(5/27/2026)

Colorado
(5/27/2026)

Connecticut
(5/27/2026)

Delaware
(5/27/2026)

District of Columbia
(5/27/2026)

Florida
(5/27/2026)

Georgia
(5/27/2026)

Hawaii
(5/27/2026)

Idaho
(5/27/2026)

Illinois
(5/27/2026)

Indiana
(5/27/2026)

Iowa
(5/27/2026)

Kansas
(5/27/2026)

Kentucky
(5/27/2026)

Louisiana
(5/27/2026)

Maine
(5/27/2026)

Maryland
(5/27/2026)

Massachusetts
(5/27/2026)

Michigan
(5/27/2026)

Minnesota
(5/27/2026)

Mississippi
(5/27/2026)

Missouri
(5/27/2026)

Montana
(5/27/2026)

Nebraska
(5/27/2026)

Nevada
(5/27/2026)

New Hampshire
(5/27/2026)

New Jersey
(5/27/2026)

New Mexico
(5/27/2026)

New York
(5/27/2026)

North Carolina
(5/27/2026)

North Dakota
(5/27/2026)

Ohio
(5/27/2026)

Oklahoma
(5/27/2026)

Oregon
(5/27/2026)

Pennsylvania
(5/27/2026)

Puerto Rico
(5/27/2026)

Rhode Island
(5/27/2026)

South Carolina
(5/27/2026)

South Dakota
(5/27/2026)

Tennessee
(5/27/2026)

Texas
(5/27/2026)

Utah
(5/27/2026)

Vermont
(5/27/2026)

Virgin Islands
(5/27/2026)

Virginia
(5/27/2026)

Washington
(5/27/2026)

West Virginia
(5/27/2026)

Wisconsin
(5/27/2026)

Wyoming
(5/27/2026)

Exams

State Security Law Exam

Series 63

Date: 1/28/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CROSSMARK DISTRIBUTORS, INC.

CAPSTONE ASSET PLANNING COMPANY | TENNECO ASSET PLANNING COMPANY | CROSSMARK DISTRIBUTORS, INC.

CRD#: 14970 / SEC#: , 8-30994

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Phone number

(713) 260-9000

Established

Delaware since 11/09/1983

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CROSSMARK GLOBAL HOLDINGS, INC.	PARENT COMPANY
COPPEDGE, JIM ANTHONY	GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER / PRINCIPAL	3275004
LINDSEY, HEATHER TREIGLE	PRESIDENT / CHIEF EXECUTIVE OFFICER / DIRECTOR	2646043
MIMS, PATRICIA	FINOP	6954516
WYNANT, SCOTT HOWARD	EXECUTIVE VICE PRESIDENT / PRINCIPAL	1037373

Disclosures

Regulatory Event

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.

Similar Advisors

Troy Wootton

OSAIC WEALTH, INC.

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Robert Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

IAR

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Reed P. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Reed Paul Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

QUASAR DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

ALPS DISTRIBUTORS, INC.

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2002

SIE

Date: 11/1/2016

Series 7

Date: 5/24/2002

FINRA

Current Firm

CROSSMARK DISTRIBUTORS, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CROSSMARK DISTRIBUTORS, INC.

TRUST BUT VERIFY

Similar Advisors