Britta Reyes (CRD# 4858075) is an Investment Advisor Representative working at Estes Financial Services, Inc. in Fort Worth, TX and has over 18 years of experience in the finance industry. Britta Reyes 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Estes Financial Services, Inc. | Fort Worth, TX | Jan 2021 - Current | 2 |
| Smart Financial Divorce, LLC | Fort Worth, TX | Jul 2019 - Current | 4 |
| Estes Financial Services, Inc. | Fort Worth, TX | Feb 2016 - Current | 7 |
| Estes Financial Services, Inc. | Fort Worth, TX | Jan 2016 - Current | 7 |
| Triad Advisors, Inc. | Norcross, GA | Jan 2016 - Dec 2017 | 1 |
| Silver Oak Securities, Inc. | Forth Worth, TX | Jan 2008 - Dec 2015 | 7 |
| Riley-hutto Wealth Management Llc (145734) | Forth Worth, TX | Dec 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$188,905
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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