Don ReynoldsCRD Number: 821747
Current Firm: Ameriprise Financial Services, LLC
Don Reynolds (CRD# 821747) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearwater, FL and has over 37 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Ameriprise Financial Services, Inc.||Clearwater, FL||Sep 2012 - Current||9|
|Triad Advisors, Inc.||Norcross, GA||Mar 2003 - Sep 2012||9|
|Reynolds & Reynolds Private Asset Manage||Palm Harbor, FL||Dec 1974 - Sep 2012||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1994|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
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
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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