Britta Reyes, financial advisor Fort Worth TX

Britta Reyes

CRD Number: 4858075
Current Firm: Estes Financial Services, Inc.

Britta Reyes (CRD# 4858075) is an Investment Advisor Representative working at Estes Financial Services, Inc. in Fort Worth, TX and has over 19 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.

Similar Advisors
Kyle Eaton, financial advisor Fort Worth TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
Jerry Boda, financial advisor Fort Worth TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Fort Worth TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Professional Designations
Company Name Location Dates Years
Estes Financial Services, Inc. Fort Worth, TX Jan 2021 - Current 3
Smart Financial Divorce, LLC Fort Worth, TX Jul 2019 - Current 4
Estes Financial Services, Inc. Fort Worth, TX Feb 2016 - Current 8
Estes Financial Services, Inc. Fort Worth, TX Jan 2016 - Current 8
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
Contact Info for Britta I. Reyes
Phone Number: (817) 444-8402
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $129,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

LA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.