Unclaimed Profile

Michael David Reed

LJPR, LLC·TROY, Michigan

Series 65Clean record15 years registeredLJPR, LLC

4555 INVESTMENT DRIVE, TROY, MI 48098CRD# 5906688Firm CRD# 105895

Profile Verification

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

Identity

Michael David Reed · TROY, MI

Registration

CRD #5906688 · LJPR, LLC · 15 years registered

Brand Profile

Not yet started

Career History

NARDIS ADVISORS LLC

Aug 2022 – present

FISHER INVESTMENTS

Nov 2021 – Aug 2022

PLANO, TX

PERSONAL CAPITAL ADVISORS CORPORATION

Aug 2020 – Nov 2021

Dallas, TX

MAINSTAY CAPITAL MANAGEMENT, LLC

Apr 2018 – Jul 2020

GRAND BLANC, MI

PORTFOLIO SOLUTIONS LLC

Mar 2016 – Jan 2017

Troy, MI

BARON WEALTH MANAGEMENT, LLC

Nov 2015 – Dec 2015

TROY, MI

LJPR FINANCIAL ADVISORS

May 2011 – Nov 2015

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 26, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJPR, LLC

CRD 105895 · SEC 801-35836

AUM

$776M

Regulatory assets under management

Employees

3,108 client accounts

Services offered by LJPR, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LJPR, LLC →

Introduction

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Frequently Asked Questions

What services does Michael David Reed offer?

Michael David Reed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Michael David Reed's credentials?

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

Where is Michael David Reed located?

Michael David Reed is based in TROY, Michigan, working with LJPR, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Michael David Reed charge for services?

Michael David 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 LJPR, LLC?

LJPR, LLC has approximately 25 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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