Dave Allan Reed
Investment adviser representative at Gaddis Premier Wealth Advisors LLC
17 yearsExperience
1 stateRegistered in
$368.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Gaddis Premier Wealth Advisors LLCJun 2022 to now
- Private Client Services, LLCJun 2022 to now
- LPL Financial, LLCMar 2017 to Jun 2022
- Raymond James Financial AdvisorsOct 2015 to Mar 2017
- Raymond James Financial Services Advisors Inc.Oct 2015 to Mar 2017
- Landmark BankJul 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gaddis Premier Wealth Advisors LLC
$368.5MAssets managed
1,460Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4897434
- Firm CRD
- 317837