Unclaimed Profile

Julia Constance Reed

COMPASS INVESTMENTS LLC·WILLIAMSPORT, Pennsylvania

Series 7, Series 24, Series 63Clean record19 years registeredCOMPASS INVESTMENTS LLC

1000 COMMERCE PARK DRIVE, WILLIAMSPORT, PA 17701CRD# 2751266Firm CRD# 141323

Profile Verification

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

Identity

Julia Constance Reed · WILLIAMSPORT, PA

Registration

CRD #2751266 · COMPASS INVESTMENTS LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS INVESTMENTS LLC

COMPASS INVESTMENTS LLC

Jan 2007 – Oct 2022

WILLIAMSPORT, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 10, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS INVESTMENTS LLC

CRD 141323 · SEC 801-67114

AUM

$76M

Regulatory assets under management

Employees

412 client accounts

Services offered by COMPASS INVESTMENTS 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 COMPASS INVESTMENTS LLC →

Introduction

Speak with Julia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILLIAMSPORT?

Browse all registered financial advisors in WILLIAMSPORT, Pennsylvania or claim this profile if it's yours.

Browse WILLIAMSPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julia Constance Reed offer?

Julia Constance Reed specializes in Financial Planning, Investment Management.

What are Julia Constance Reed's credentials?

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

Where is Julia Constance Reed located?

Julia Constance Reed is based in WILLIAMSPORT, Pennsylvania, last registered with COMPASS INVESTMENTS LLC.

How does Julia Constance Reed charge for services?

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

How large is COMPASS INVESTMENTS LLC?

COMPASS INVESTMENTS LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →