Advisor at Gaddis Premier Wealth Advisors LLC
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
Gaddis Premier Wealth Advisors LLC
Location
Denison, TX 75020
Credentials
Series 63, Series 66
Industry experience
21 years
Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.
Based on Gaddis Premier Wealth Advisors LLC
Based on Gaddis Premier Wealth Advisors LLC
Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services
Up to 2% of assets under management per annum
Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees
Hourly fees of $300 for standalone financial planning services
Fee-only: Financial planning fees offered on hourly or fixed fee basis
1430 W Crawford St
Denison, TX 75020
Texas
Private Client Services, LLC
2022 - Present (4 years)
Gaddis Premier Wealth Advisors LLC
2022 - Present (4 years)
LPL Financial, llc
2017 - 2022 (5 years)
Raymond James Financial Services Advisors Inc.
2015 - 2017 (2 years)
Raymond James Financial Advisors
2015 - 2017 (2 years)
Landmark Bank
2009 - 2017 (8 years)
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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Sherman, TX
Main Street Asset Managment
Series 66
Pottsboro, TX
Diligent Investors, LLC
Series 66
Denison, TX
Gaddis Premier Wealth Advisors LLC
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Sherman, TX
Hilltop Securities inc.
CFP®, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
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