Reynaldo Villanueva, financial advisor Lewisville TX

Reynaldo Villanueva

CRD Number: 6768738
Current Firm: Advice And Planning Services

Reynaldo Villanueva (CRD# 6768738) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 3 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Lewisville TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management LLC
Similar Advisors
John Cravens, financial advisor Lewisville TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Lewisville TX
Mark A. Patton
CRD# 2492919
Patton Fund Management, Inc.
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Mar 2017 - Current 3
Tiaa Lewisville, TX Mar 2017 - Current 3
Unemployed Grand Prairie, TX Jan 2017 - Mar 2017 < 1
Advenimiento Tv Inc. Irving, TX Sep 2014 - Jan 2017 2
Ace Parking Dallas, TX Aug 2013 - Oct 2014 1
Villanueva Construction Grand Prairie, TX May 2014 - Aug 2014 < 1
Fortera/ Previously Known As Hanson Grand Prairie, TX Jul 2012 - Jul 2013 1
Don Pablos Grand Prairie, TX Jun 2012 - Jul 2012 < 1
Towne Park Annapolis, MD Feb 2011 - Jun 2012 1
Unemployed Grand Prairie, TX Oct 2010 - Feb 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Reynaldo Villanueva
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,493
    MILLIONS
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
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, WY

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 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.