JR
John R. Reed
1 TIMOTHY 6 V 7 LLC
Longview, TX
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CRD#: 7470857
JR
Professional summary
John Robert Reed is a registered financial advisor currently at 1 TIMOTHY 6 V 7 LLC located in Longview, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
Henderson High School 1900 State Highway 64 Henderson, TX 75652 Non-Investment related Sep 2022-Present Teacher Time devoted to this position fluctuates depending on the calendar month.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert 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
April 29, 2022 - Present
1 TIMOTHY 6 V 7 LLC
RIA
CRD#: 317642
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(4/29/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
1T
1 TIMOTHY 6 V 7 LLC
1 TIMOTHY 6 V 7 LLC
CRD#: 317642 / SEC#:
Texas
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Contact information
Main Address
Longview, TX
Mailing Address
Phone number
(903) 812-2436
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 261,028 |
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.
