Lisa M. Reed

CCR INVESTMENT ADVISERS

PONCA CITY, OK 74604

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CRD#: 6898642

Professional summary

Lisa Marie Reed is a registered financial advisor currently at CCR INVESTMENT ADVISERS, LLC located in Ponca City, Oklahoma.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lisa has worked at 2 firms and has passed the Series 65 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.

EMPLOYED AS FULL TIME OFFICE MANAGER OF SCHWABE AND ASSOCIATES CPAS PLLC, AN ACCOUNTING FIRM, SINCE 7/2011. THIS IS A NON-INVESTMENT RELATED BUSINESS. THE ADDRESS OF SCHWABE AND ASSOCIATES CPAS PLLC IS 1223 E. HIGHLAND, STE. 314 IN PONCA CITY, OK 74601.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie 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®

None

Experience

Current

September 27, 2018 - Present

CCR INVESTMENT ADVISERS, LLC

Office #1: 3002 Turner St, Ponca City, OK 74604

RIA

CRD#: 298279

PONCA CITY, OK

Past

February 27, 2018 - December 31, 2018

C. VICTOR COATES, C.P.A.

RIA

CRD#: 108144

PONCA CITY, OK

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

Oklahoma
(9/27/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2017

Uniform Investment Adviser Law Examination

Current Firm

CCR INVESTMENT ADVISERS, LLC

CRD#: 298279 / SEC#:

Oklahoma

Registered Investment Advisory firm - (9/26/2018 Approved)

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Contact information

Main Address

3002 Turner St, Ponca City, OK 74604

Mailing Address

Phone number

(580) 304-3554

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 56,221,117

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lisa M. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

CCR INVESTMENT ADVISERS, LLC

C. VICTOR COATES, C.P.A.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2017

Current Firm

CCR INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CCR INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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