Reynaldo VillanuevaCRD 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.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|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|
Total Assets Under Management30,493MILLIONS
Total Number of Accounts76,553ACCOUNTS
Average Account Value$398,320
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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