Edna Reyes (CRD# 6150775) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritrust Mortgage | Tustin, CA | Dec 2023 - Current | < 1 |
| Lspn Pro, LLC | Lindon, UT | Oct 2022 - Current | 1 |
| Net Law | Louisville, KY | Jan 2019 - Current | 5 |
| F3 Insurance Services LLC | San Diego, CA | Dec 2017 - Current | 6 |
| F3 Tax Service | Concord, CA | Oct 2016 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Concord, CA | Jan 2013 - Current | 11 |
| Heartland Institute Of Financial Education | Concord, CA | Jul 2012 - Current | 11 |
| World Financial Group, Ia. | Concord, CA | Apr 2008 - Current | 16 |
| Reyes - Rental Properties | Concord, CA | Aug 2001 - Current | 22 |
| "r" Homes Realty | Concord, CA | Aug 1984 - Current | 39 |
| Phinanceus | Los Angeles, CA | Mar 2023 - Dec 2023 | < 1 |
| Newfi Lending Wholesale | Emeryville, CA | Sep 2020 - Oct 2022 | 2 |
| Clear Edge Lending | Walnut Creek, CA | Nov 2019 - Aug 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
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- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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