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Reed O
Series 63, Series 65
Lancaster, PA
Realta Investment Advisors, Inc
Reed O’Brien is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Realta Investment Advisors since 2013, concurrently serving Realta Equities, Inc. during that time. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients such as corporations and trusts. The firm employs an individualized investment approach using asset allocation across various investment vehicles and offers services including portfolio management, retirement-plan consulting, and estate planning.
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