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Reid Jordan Stogner

BDT & ASSOCIATES, INC.·YUMA, Arizona
Series 6, Series 63, Series 65Clean record18 years registeredBDT & ASSOCIATES, INC.
2615 EAST 24TH STREET, YUMA, AZ 85365CRD# 5301284Firm CRD# 288008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Reid Jordan Stogner · YUMA, AZ
Registration
CRD #5301284 · BDT & ASSOCIATES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2011 – present
CAMBRIDGE LEGACY ADVISORS, INC.
Jun 2008 – May 2011
YUMA, AZ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · June 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BDT & ASSOCIATES, INC.
CRD 288008 · SEC 801-118542
AUM
$251M
Regulatory assets under management
Employees
10
1,608 client accounts
Services offered by BDT & ASSOCIATES, INC.
Per Form ADV
Financial planning
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at BDT & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Reid Jordan Stogner offer?
Reid Jordan Stogner specializes in Financial Planning. Contact their office in YUMA, Arizona for a consultation.
What are Reid Jordan Stogner's credentials?
Reid Jordan Stogner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Reid Jordan Stogner located?
Reid Jordan Stogner is based in YUMA, Arizona, working with BDT & ASSOCIATES, INC.. Their office serves clients in the YUMA metropolitan area and surrounding communities.
How does Reid Jordan Stogner charge for services?
Reid Jordan Stogner's firm is compensated through percentage of aum, subscription fees, other: percentage of client's gross annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDT & ASSOCIATES, INC.?
BDT & ASSOCIATES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BDT & ASSOCIATES, INC.

Benjamin Alexander Williams
YUMA, AZ
Leigh Bennett Harns
YUMA, AZ
Scott L Hull
YUMA, AZ
Blake Alexander Morlet
YUMA, AZ
Doyel Nmn Price
YUMA, AZ
Barry Douglas Todd
YUMA, AZ
ChFC

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