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Flagship Wealth Advisors, Llc.
SEC-regulated
Registered investment advisor
Barbara Nan Reed is a Registered Investment Adviser at Flagship Wealth Advisors, LLC, with a Masters Degree from New England Conservatory of Music and a Bachelors Degree from Eastman School of Music. She has been with Flagship Wealth Advisors since 2018 and has professional experience in various roles, including as a Business Manager and Executive Director in different industries. Barbara holds professional designations such as Series 7 and Series 66, indicating her expertise in securities and investment advisory services.
Barbara has no reportable disciplinary matters and serves as both an investment adviser and registered representative for Royal Alliance Associates. Clients should note that she may recommend securities offered by Royal Alliance and may receive commissions or other forms of compensation from them. Barbara is supervised by Royal Alliance and has an appointed supervisor at Flagship Wealth Advisors, LLC.
Clients interested in learning more about Barbara's background and qualifications can visit the SEC's website. There are no material disciplinary items to report, and clients can contact the Massachusetts Securities Division for further information on disciplinary histories.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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