Unclaimed Profile

Dave Allan Reed

GADDIS PREMIER WEALTH ADVISORS LLC·DURANT, Oklahoma

SIE, Series 7, Series 63, Series 6619 years registeredGADDIS PREMIER WEALTH ADVISORS LLC

202 W MAIN, DURANT, OK 74701CRD# 4897434Firm CRD# 317837

Profile Verification

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

Identity

Dave Allan Reed · DURANT, OK

Registration

CRD #4897434 · GADDIS PREMIER WEALTH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

GADDIS PREMIER WEALTH ADVISORS LLC

Jun 2022 – present

LPL FINANCIAL LLC

Mar 2017 – Jul 2022

DENISON, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2015 – Mar 2017

SHERMAN, TX

CETERA INVESTMENT ADVISERS LLC

Jan 2014 – Oct 2015

DENISON, TX

CETERA INVESTMENT SERVICES LLC

Aug 2009 – Jan 2014

DENISON, TX

EDWARD JONES

Jun 2007 – Jul 2009

DENISON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 8, 2007

Years registered · 19

Disclosure History

2018Customer Dispute·Denied

2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GADDIS PREMIER WEALTH ADVISORS LLC

CRD 317837 · SEC 801-125772

AUM

$279M

Regulatory assets under management

Employees

1,907 client accounts

Services offered by GADDIS PREMIER WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GADDIS PREMIER WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Dave Allan Reed offer?

Dave Allan Reed specializes in Financial Planning, Investment Management. Contact their office in DURANT, Oklahoma for a consultation.

What are Dave Allan Reed's credentials?

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

Where is Dave Allan Reed located?

Dave Allan Reed is based in DURANT, Oklahoma, working with GADDIS PREMIER WEALTH ADVISORS LLC. Their office serves clients in the DURANT metropolitan area and surrounding communities.

How does Dave Allan Reed charge for services?

Dave Allan 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 GADDIS PREMIER WEALTH ADVISORS LLC?

GADDIS PREMIER WEALTH ADVISORS LLC has approximately 16 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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