Joseph ReinaCRD Number: 6303258
Current Firm: Strategic Advisers, Inc.
Joseph Reina (CRD# 6303258) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dallas, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Fidelity Brokerage Services LLC||Westlake, TX||Feb 2014 - Current||3|
|Xpo Logistics Inc.||Frisco, TX||May 2013 - Feb 2014||< 1|
|University Of Texas At Dallas||Richardson, TX||Aug 2010 - Jun 2013||2|
|Nordstrom Inc.||Frisco, TX||Oct 2009 - May 2013||3|
|Collin College||Plano, TX||Aug 2009 - Jun 2010||< 1|
|Ymca||Plano, TX||Aug 2007 - Oct 2009||2|
|Texas Aces Hockey Association||Dallas, TX||Aug 2006 - Aug 2009||3|
|Dr. Pepper Stars Center||Plano, TX||Aug 2005 - Aug 2009||4|
|University Of Arkansas||Fayetteville, AR||Aug 2008 - Jun 2009||< 1|
|Plano Senior High School||Plano, TX||Aug 2006 - Jun 2008||1|
|Potbelly's||Plano, TX||May 2006 - Aug 2006||< 1|
|Jasper High School||Plano, TX||Aug 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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