Andrew Reynolds, financial advisor Lexington KY
96 score

Andrew Reynolds

CRD Number: 5603070
Current Firm: Ballast, Inc.

Andrew Reynolds (CRD# 5603070) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 6 years of experience in the finance industry. Andrew Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Reynolds Managed Properties Lexington, KY Nov 2011 - Current 4
Outside Insurance Business Lexington, KY Jul 2010 - Current 6
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Mar 2010 - Current 6
Boardman Wealth Planning, Inc. (152695) Lexington, KY Mar 2010 - Current 6
Lpl Financial Lexington, KY Oct 2009 - Mar 2010 < 1
Boardman Wealth Planning Lexington, KY Sep 2008 - Oct 2009 1
Student Lexington, KY Jan 1998 - Jun 2009 11
Hope Veterinary Clinic Columbus, IN Mar 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Andrew J. Reynolds
Phone Number: 859-226-0625
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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


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

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