David Reynolds, financial advisor Hadley MA
93 score

David Reynolds

CRD Number: 1173558
Current Firm: Advice And Planning Services

David Reynolds (CRD# 1173558) is an Investment Advisor Representative working at Advice And Planning Services in Hadley, MA and has over 30 years of experience in the finance industry.

Similar Advisors
Carrie Kulig, financial advisor Hadley MA
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Score
103
Similar Advisors
Rene Ledoux, financial advisor Hadley MA
Rene G. Ledoux
CRD# 1599650
Cambridge Investment Research Advisors, Inc.
Score
103
Similar Advisors
Richard Havican, financial advisor Hadley MA
Richard D. Havican
CRD# 240057
Cambridge Investment Research Advisors, Inc.
Score
101
Company Name Location Dates Years
Tiaa-cref Indvidual & Institutional Services, LLC Hadley, MA Apr 2016 - Current < 1
Tiaa Hadley, MA Apr 2016 - Current < 1
Infinex Investments, Inc. Meriden, CT Jun 2014 - Apr 2016 1
United Bank Meriden, CT Jun 2014 - Apr 2016 1
Oneamerica Securities Indianapolis, IN May 2007 - May 2014 7
American United Life Indianapolis, IN Apr 2007 - May 2014 7
Wachovia Bank Hartford, CT Aug 2000 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for David B. Reynolds
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from David Reynolds and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.