Raul Reyes, financial advisor Woodland Hills CA

Raul Reyes

CRD Number: 6251796
Current Firm: Transamerica Financial Advisors, Inc.

Raul Reyes (CRD# 6251796) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Woodland Hills, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Word & Brown General Agency Orange, CA May 2020 - Current 3
Bright World LLC Fresno, CA Jan 2020 - Current 4
College Loan Freedom Oceanside, CA Jan 2020 - Current 4
Transamerica Financial Advisors, Inc. Woodland Hills, CA Apr 2018 - Current 5
World Financial Group, Inc. Woodland Hills, CA Feb 2018 - Current 6
Insurance With Outside Carriers Renewals Na, CA Jan 2018 - Current 6
Virtuity Financial Partners Woodland Hills, CA Jan 2017 - Current 7
Debtmerica Santa Ana, CA Jan 2020 - Mar 2022 2
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Jan 2018 1
Cbs Brokerage Shakopee, MN Aug 2013 - Jan 2018 4
Team Referral Network Group Sylmar, CA Oct 2015 - Oct 2016 1
Nfp Advisor Services LLC Alhambra, CA Oct 2015 - Apr 2016 < 1
Lpl Financial LLC Alhambra, CA Dec 2013 - Nov 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Raul J. Reyes
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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