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Credentials
Series 63, Series 66
Experience Industry experience
48 years
Location
Red Feather Lakes, CO
Raymond James Financial
Institution
Bruce Reed is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 48 years of industry experience. He has been with Raymond James Financial Services since 2010. Outside of his advisory role, he is the owner of Reed Financial Services, a non-investment-related support company based in Las Cruces, NM. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Red Feather Lakes, CO
Red Feather Lakes CO
Advisors at this office
1
Colorado · New Mexico · Texas
48 years of industry experience
Raymond James financial Services
2010 - Present • 16 years
Las Cruces, NM
Wells Fargo Clearing
2008 - 2010 • 2 years
Las Cruces, NM
A. G. Edwards & Sons, Inc.
2007 - 2008 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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