Dave A. Reed

GADDIS PREMIER WEALTH ADVISORS LLC

Denison, TX 75020

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CRD#: 4897434

Professional summary

Dave Allan Reed, AIF®, who also goes by Dave Allen Reed, is a registered financial advisor currently at GADDIS PREMIER WEALTH ADVISORS LLC located in Denison, Texas and PRIVATE CLIENT SERVICES, LLC located in Denison, Texas.

Dave is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Dave has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Allen Reed

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) Denison Boys and Girls Club. 1700 Myrick St, Denison, TX 75020. BCG provides a safe place for kids after school and during the summer. Lots of sports and academic programs. Board member. 4 hrs/mo; 0 during trading hrs. 2) Epsilon Holdings LLC. 1623 W Heron St, Denison, TX 75020. Buy, sell and rent investment properties. Owner/operator. 1 hrs/mo; 0 during trading hrs. 3) Gaddis Premier Wealth Advisors. 1430 W Crawford St, Denison, TX 75020. 160 hrs/mo; 120 during trading hrs. 4) Restoration Pictures. 1430 West Crawford Street, Denison, TX 75020. Write, direct, produce, film, promote, finance, and distribute Christian themed motion pictures. I serve on the board and advise the President on matters involving Christian motion pictures. 1 hr/mo; 0 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dave Allan Reed's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 24, 2022 - Present

GADDIS PREMIER WEALTH ADVISORS LLC

Office #1: 1430 W Crawford St, Denison, TX 75020

RIA

CRD#: 317837

Denison, TX

Current

June 24, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1430 W Crawford St, Denison, TX 75020Office #2: 4141 Nw Expressway Ste 150, Oklahoma City, OK 73116Office #3: 8524 South Western Ave, Oklahoma City, OK 73170

RIA

CRD#: 120222

Denison, TX

Past

March 21, 2017 - July 5, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENISON, TX

Past

March 21, 2017 - July 5, 2022

LPL FINANCIAL LLC

CRD#: 6413

DENISON, TX

Past

October 14, 2015 - March 27, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SHERMAN, TX

Past

October 14, 2015 - March 27, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SHERMAN, TX

Past

January 21, 2014 - October 13, 2015

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

DENISON, TX

Past

August 7, 2009 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

DENISON, TX

Past

July 24, 2009 - October 13, 2015

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

DENISON, TX

Past

June 8, 2007 - July 28, 2009

EDWARD JONES

RIA

CRD#: 250

DENISON, TX

Past

March 9, 2005 - July 28, 2009

EDWARD JONES

CRD#: 250

DENISON, TX

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".

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 Approved)

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.

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

Arkansas
(6/24/2022)

California
(6/24/2022)

Colorado
(6/24/2022)

Florida
(6/24/2022)

Idaho
(6/24/2022)

Illinois
(6/24/2022)

Oklahoma
(6/27/2022)

Texas
(6/24/2022)

IAR

Texas
(6/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 Approved)

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Contact information

Main Address

202 W Main, Durant, OK 74701

Mailing Address

Phone number

(580) 745-8133

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GADDIS ADV PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,998
AUM (Assets Under Management)	$ 314,015,320

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.

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Advisor Monitoring

Firm Stability Insights

Dave A. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dave Allan Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GADDIS PREMIER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2007

Series 63

Date: 3/11/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2005

FINRA

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GADDIS PREMIER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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