Anthony Reynolds (CRD# 6064600) is an Investment Advisor Representative working at Coretegic Capital, LLC in Arlington, VA and has over 9 years of experience in the finance industry. Anthony Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coretegic Capital, LLC | Arlington, VA | Nov 2017 - Current | 6 |
| Iowa National Guard | Cedar Rapids, IA | Apr 2002 - Current | 22 |
| Private Advisor Group, LLC | Cedar Rapids, IA | Aug 2014 - Oct 2017 | 3 |
| Lpl Financial LLC | Cedar Rapids, IA | Jul 2014 - Oct 2017 | 3 |
| Truenorth Wealth Management | Cedar Rapids, IA | Jun 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- IA
- VA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$454,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IA, VA
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