Gregory L. Reed,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory L. Reed, CFP®

Smith, Frank & Partners

5400 Lyndon B Johnson Fwy, Ste 1250
Dallas, TX 75240-6243
(972) 490-4377

General

Gregory Reed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smith, Frank & Partners in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CFS, CLU

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Fixed annuities: Texas
  • Variable annuities: Texas

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources