Erica Reynolds, financial advisor Englewood CO
89 score

Erica Reynolds

CRD Number: 6230460
Current Firm: Prudential Financial Planning Services

Erica Reynolds (CRD# 6230460) is an Investment Advisor Representative working at Prudential Financial Planning Services in Englewood, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Englewood, CO Jul 2013 - Current 3
Pruco Securities, LLC Englewood, CO Jul 2013 - Current 3
The Village Tavern Broomfield, CO Jun 2012 - Current 4
Benihana Broomfiedl, CO Aug 2011 - Jun 2012 < 1
University Of Colorado At Boulder Boulder, CO Aug 2010 - May 2012 1
Unemployed San Antonio, TX Sep 2009 - Jul 2010 < 1
Ulta Cosmetics San Antonio, TX Jul 2009 - Sep 2009 < 1
Elite Medical Center And SPA San Antonio, TX Jun 2009 - Jul 2009 < 1
Unemployed San Antonio, TX May 2008 - May 2009 1
Full Time Education San Antonio, TX Aug 2004 - May 2008 3
Trinity University San Antonio, TX Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Erica L. Reynolds
Phone Number: 800-235-7637
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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