WR
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William Wesley Reed

29 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

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Location

144 South Main St., Mt. Clemens, MI, 48043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is appointed with multiple carriers for life, group, and annuities sales through 1-Day Financial Group, taking nearly full-time. He also serves as President of Municipal Utility District #1, dedicating minimal time each month.

Employment History
Current Registrations
First Financial Coaching, INC.
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Triad Advisors, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Lincoln Financial Securities Corporation
November 2007 - March 2010 · 2 yrs 4 mos
Lincoln Financial Securities CorporationBroker
May 2007 - March 2010 · 2 yrs 10 mos
Park Avenue Securities LLCBroker
January 2005 - May 2007 · 2 yrs 4 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - December 2004 · 7 yrs 2 mos
Jefferson-Pilot Investor Services, INC.Broker
June 1996 - October 1997 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.