David Reynolds (CRD# 1173558) is an Investment Advisor Representative working at Citizens Securities, Inc. in New Haven, CT and has over 38 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Montville, MA | Mar 2021 - Current | 3 |
| Dimeo Schneider & Associates LLC | Chicago, IL | Jan 2021 - Mar 2021 | < 1 |
| Tiaa | Hadley, MA | Apr 2016 - Dec 2020 | 4 |
| Tiaa-cref Indvidual & Institutional Services, LLC | Hadley, MA | Apr 2016 - Dec 2020 | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CT
- NH
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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