Kory James Reid
Investment adviser representative at Focus Partners Wealth, LLC
15 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Kory James Reid? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCFeb 2023 to Jul 2024
- ChanticleerJul 2018 to Feb 2023
- Napa High SchoolAug 2017 to Jun 2018
- ChanticleerJul 2011 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7703174
- Firm CRD
- 159289