Barbara Nan Reed
Investment adviser representative at Flagship Wealth Advisors, LLC.
17 yearsExperience
1 stateRegistered in
$748.6MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Flagship Wealth Advisors, LLC.Oct 2018 to now
- Osaic Wealth, Inc.Feb 2010 to now
- Reed Financial GroupAug 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
Flagship Wealth Advisors, LLC.
$748.6MAssets managed
482Clients
9Advisers
8 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
- 5615575
- Firm CRD
- 131962