Chad Reed
Advisor at AWH Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AWH Financial, LLC
Location
Bala Cynwyd, PA 19004
Credentials
Series 66
Industry experience
5 years
About
Chad Reed is a financial advisor at AWH Financial, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Multi Financial Securities Corporation, Livens & Reed, PLLC, and Livins Law Firm. Reed is also involved in legal and wealth planning activities through his association with Livens Law Firm and the Wealth Planning Center. AWH Financial, LLC is an SEC-registered investment adviser that acts solely as a solicitor for third-party registered investment advisers, referring clients to Equitable Advisors after conducting due diligence. The firm does not provide investment advice or manage client assets directly.
Location
One Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004
Most active in
Chad R has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
AWH Financial, LLC
2024 - Present (2 years)
Multi Financial Securities Corporation
2010 - Present (16 years)
Livens & Reed, PLLC
2006 - Present (20 years)
Livins Law Firm
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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