Reed Paul Williams
Professional Summary
Reed Paul Williams, who also goes by Reed Williams, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Reed Williams
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
CAPSTONE ASSET PLANNING COMPANY | TENNECO ASSET PLANNING COMPANY | CROSSMARK DISTRIBUTORS, INC.
Contact Information
Main Address
9753 Katy Freeway Suite 200, Houston, TX 77024Mailing Address
9753 Katy Freeway Suite 200, Houston, TX 77024Phone Number
(713) 260-9000Established
Delaware since 11/09/1983Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US 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
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Reed Paul Williams's CRS (Customer Relationship Summary).
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