Walter Reyna (CRD# 1323478) is an Investment Advisor Representative working at Walter J. Reyna, Inc. in Mcallen, TX and has over 39 years of experience in the finance industry. Walter Reyna 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.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Mar 2022 - Current | 2 |
| Reyna Financial | Mcallen, TX | Jul 1984 - Current | 39 |
| Walter J. Reyna, Inc. | Mcallen, TX | Aug 1984 - Mar 2022 | 37 |
| Lincoln Financial Securities Corporation | Mcallen, TX | Nov 1984 - Jun 2021 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
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- TX
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Total Assets Under Management75MILLIONS
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Total Number of Accounts313ACCOUNTS
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Average Account Value$238,850
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, TX
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