Andrew ReynoldsCRD 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 8 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.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Reynolds Managed Properties||Lexington, KY||Nov 2011 - Current||6|
|Outside Insurance Business||Lexington, KY||Jul 2010 - Current||7|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Mar 2010 - Current||8|
|Boardman Wealth Planning, Inc. (152695)||Lexington, KY||Mar 2010 - Current||8|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management191MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$208,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, KY, OH
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