Reginald Stewart, financial advisor Corona CA

Reginald Stewart

CRD Number: 1910185
Current Firm: Planmember Securities Corporation

Reginald Stewart (CRD# 1910185) is an Investment Advisor Representative working at Planmember Securities Corporation in Corona, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Syncis Corona, CA Sep 2015 - Current 8
Substitue Teaching Norco, CA Nov 2013 - Current 10
Irm Distributors, Inc. Carpinteria, CA Dec 1988 - Current 35
L.a.u.s.d. L.a., CA Jul 1987 - Current 36

Reginald Stewart has no recent exams reported.
Contact Info for Reginald L. Stewart
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,276
    MILLIONS
  • Total Number of Accounts
    69,347
    ACCOUNTS
  • Average Account Value
    $119,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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