George Reed
Advisor at Hardy Reed, 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
Hardy Reed, LLC
Location
Tupelo, MS 38804
Credentials
Series 63, Series 65
Industry experience
22 years
Fee options
Financial planning fees up to $10,000 fixed fee; fiduciary services fees up to $50,000 fixed fee; pension advisory fees up to $50,000 fixed fee.
Financial planning and fiduciary services fees up to $250 per hour; pension advisory services up to $250 per hour.
Account minimum: No account minimum (Hardy Reed does not impose an account minimum for starting or maintaining an account), but there is generally a $10,000 minimum annual fee for investment management services. Minimum fee: Generally a minimum annual fee of $10,000 for investment management services. Fee-only: Financial planning fees up to $10,000 fixed fee or $250 hourly; fiduciary services fees up to $50,000 fixed fee or $250 hourly; pension advisory fees up to $50,000 fixed fee or $250 hourly.
Work history
Hardy Reed, LLC
2011 - Present (15 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.
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William E
Series 66
Tupelo, MS
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William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.
Thomas B
Series 63, Series 65
Tupelo, MS
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Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
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Tupelo, MS
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