Michael McReynolds, financial advisor Boca Raton FL

Michael McReynolds

CRD Number: 3013179
Current Firm: Rwa Advisors

Michael McReynolds (CRD# 3013179) is an Investment Advisor Representative working at Rwa Advisors in Boca Raton, FL and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rwa Advisors Boca Raton, FL Apr 2018 - Current 3
Mcreynolds & Associates Jupiter, FL Nov 2014 - Current 6
Pj Robb Variable Corp Jupiter, FL Oct 2010 - Sep 2014 3
Bb&t/crump Life Insurance Services Bethesda, MD Nov 2004 - Sep 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jun 2000
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. McReynolds
Phone Number: 561-288-1160
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $476,305
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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