Ramon Reyes (CRD# 4973794) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Marshalltown, IA and has over 18 years of experience in the finance industry.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 1748415
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Marshalltown, IA | May 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Marshalltown, IA | Jun 2017 - May 2022 | 4 |
| Raymond James Financial Services Advisors, Inc. | Marshalltown, IA | Jun 2017 - May 2022 | 4 |
| Great Western Bank | Marshalltown, IA | Aug 2015 - May 2022 | 6 |
| Unity Point Health | Marshalltown, IA | Nov 1989 - Mar 2018 | 28 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2015 - Jun 2017 | 1 |
| Wells Fargo Advisors LLC | Ames, IA | Apr 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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