A complete list of active advisors currently associated with Perry D. Reed & Company, P.C.

Warmer can help you find a great advisor at Perry D. Reed & Company, P.C. or one who fits your needs even better.

Perry D. Reed & Company, P.C. is a certified public accounting firm that provides tax consulting, tax planning, and comprehensive tax preparation and filing for businesses and individual clients. When clients need investment services the firm acts as an introducer, referring needs such as trusts, estates, investment companies, senior-adult care matters, and pension plans to third-party broker-dealers. The firm is registered as an investment adviser restricted to solicitor activities and does not provide portfolio management, custody, discretionary authority, or account review for referred clients. Instead it participates in referral programs with firms such as Stifel, Wells Fargo Advisors, and Morgan Stanley, receiving a share of the fees those firms charge; the firm itself does not use percentage-of-assets-under-management fee billing. This practice is notable for being a solo-practitioner CPA practice that devotes virtually all of its time to public accounting (reported as 99.99%) and maintains its investment-adviser registration solely to introduce clients to broker-dealers. Compared with many supported advisers, it does not offer direct individual portfolio management or typical AUM-based billing, relying instead on fee-sharing referral arrangements for client investment needs.

To learn more about the advisors currently working at Perry D. Reed & Company, P.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Perry Reed	Longview, TX	23

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