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Michael Daniel Reid

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

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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

Michael is an agent at Links Consulting, a financial marketing firm, since 2021. He spends about a quarter of his time there, including time during securities trading hours, and uses the firm to access carriers for life insurance and annuity contracts.

Employment History
Current Registrations
Drive Wealth Advisers
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Magellan Capital LLC
July 2018 - January 2021 · 2 yrs 6 mos
M Holdings Securities, INC.
April 2016 - June 2018 · 2 yrs 2 mos
M Holdings Securities, INC.Broker
March 2016 - June 2019 · 3 yrs 3 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Michael Daniel Reid - Financial Advisor | TrueAdvisor