David Reynolds (CRD# 4511663) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 22 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4740878
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Salinas, CA | Feb 2018 - Current | 6 |
| 152 Fuel Depot | Gilroy, CA | Aug 2016 - Current | 7 |
| Trevis Berry Transportation | Gilroy, CA | Aug 2016 - Current | 7 |
| Primerica Financial Services | Salinas, CA | Dec 2001 - Current | 22 |
| Gilroy Garlic Festival Association | Gilroy, CA | Aug 2011 - Oct 2017 | 6 |
| J.p. Morgan Securities LLC | Salinas, CA | Oct 2012 - Sep 2016 | 3 |
| Inspire Arts & Music | Woburn, MA | Nov 2013 - Sep 2015 | 1 |
| St. Mary School Finance Committee | Gilroy, CA | Jan 2012 - Jun 2014 | 2 |
| St. Mary Advisory Council | Gilroy, CA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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