James Reyna, financial advisor Mcallen TX

James Reyna

CRD Number: 2809453
Current Firm: Walter J. Reyna, Inc.

James Reyna (CRD# 2809453) is an Investment Advisor Representative working at Walter J. Reyna, Inc. in Mcallen, TX and has over 27 years of experience in the finance industry.

Similar Advisors
James Abbott, financial advisor Mcallen TX
James C. Abbott
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Armando Adame, financial advisor Mcallen TX
Armando Adame
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Lena Adams-Winkel, financial advisor Mcallen TX
Lena N. Adams-Winkel
CRD# 3169753
Ubs Financial Services Inc.
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Mar 2022 - Current 2
Walter J. Reyna, Inc. Mcallen, TX Jan 2005 - Current 19
Renya Financial Mcallen, TX Feb 2001 - Current 23
Lincoln Financial Securities Corp. Mcallen, TX May 2001 - Mar 2022 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for James A. Reyna
Phone Number: 956-682-4196
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $213,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC, TX

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 derived from SEC.gov data covering 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.

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.