Unclaimed Profile

Deborah Fassler Reed

REED & BALL, INC.·THOUSAND OAKS, California

Series 7, Series 24, Series 31, Series 63Clean record27 years registeredREED & BALL, INC.

1000 NEWBURY ROAD, THOUSAND OAKS, CA 91320CRD# 2835600Firm CRD# 133950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Fassler Reed · THOUSAND OAKS, CA

Registration

CRD #2835600 · REED & BALL, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REED & BALL, INC.

REED & BALL, INC.

Jun 2005 – Dec 2016

THOUSAND OAKS, CA

LINSCO/PRIVATE LEDGER CORP.

Feb 1999 – May 2007

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · February 11, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALL & COMPANY WEALTH MANAGEMENT, INC.

CRD 133950 · SEC 801-78146

AUM

$175M

Regulatory assets under management

Employees

445 client accounts

Services offered by BALL & COMPANY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALL & COMPANY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Deborah Fassler Reed offer?

Deborah Fassler Reed specializes in Financial Planning, Investment Management, Wealth Management.

What are Deborah Fassler Reed's credentials?

Deborah Fassler Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Fassler Reed located?

Deborah Fassler Reed is based in THOUSAND OAKS, California, last registered with REED & BALL, INC..

How does Deborah Fassler Reed charge for services?

Deborah Fassler Reed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REED & BALL, INC.?

REED & BALL, INC. has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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