Unclaimed Profile

Keith Warrick Reed

FUND ARCHITECTS, LLC·HEATH, Texas

SIE, Series 6, Series 6TO, Series 63, Series 65Clean record18 years registeredFUND ARCHITECTS, LLC

6710 HORIZON ROAD, HEATH, TX 75032CRD# 1689365Firm CRD# 145395

Profile Verification

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

Identity

Keith Warrick Reed · HEATH, TX

Registration

CRD #1689365 · FUND ARCHITECTS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUND ARCHITECTS, LLC

FUND ARCHITECTS, LLC

Feb 2008 – Jun 2016

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 63

Series 65

Registration record

First registered · February 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CABANA ADVISORS, LLC

CRD 145395 · SEC 801-68549

AUM

$36M

Regulatory assets under management

Employees

1 client accounts

Services offered by CABANA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CABANA ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Keith Warrick Reed offer?

Keith Warrick Reed specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Keith Warrick Reed's credentials?

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

Where is Keith Warrick Reed located?

Keith Warrick Reed is based in HEATH, Texas, last registered with FUND ARCHITECTS, LLC.

How does Keith Warrick Reed charge for services?

Keith Warrick Reed's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUND ARCHITECTS, LLC?

FUND ARCHITECTS, LLC has approximately 2 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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