William Reynolds, financial advisor Fort Collins CO
96 score

William Reynolds

CRD Number: 2987798
Current Firm: Financial Design & Management, Inc.

William Reynolds (CRD# 2987798) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 18 years of experience in the finance industry. William Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Geneos Wealth Management Inc. Fort Collins, CO Jun 2009 - Current 7
Financial Design And Management Inc. Fort Collins, CO Jun 2009 - Current 7
Ids Life Insurance Company Denver, CO Jun 1998 - Jun 2009 11
American Express Financial Advisors Inc. Denver, CO Jun 1998 - Jun 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for William C. Reynolds
Phone Number: 970-490-2033
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $297,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, NE, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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