John Reyna, financial advisor Glenview IL
93 score

John Reyna

CRD Number: 1054621
Current Firm: Regal Advisory Services, Inc.

John Reyna (CRD# 1054621) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Securities Phoenix, AZ Jul 2010 - Current 6
Natural Resources Management Scottsdale, AZ Jul 2008 - Current 8
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Jul 2010 1
Raymond James Financial Services, Inc. Scottsdale, AZ Dec 1989 - Jul 2010 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for John Reyna
Phone Number: 877-488-6537
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $301,393
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IL, LA, MA, MI, MN, MS, NJ, NM, NV, NY, OH, OK, TN, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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