Reynaldo Batista, financial advisor Montgomery TX
90 score

Reynaldo Batista

CRD Number: 6322284
Current Firm: Dominion Portfolio Management, Inc.

Reynaldo Batista (CRD# 6322284) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Montgomery, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Feb 2018 - Current < 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Feb 2018 - Current < 1
Edward Jones St Louis, MO Apr 2014 - Dec 2017 3
Nestle Purina Pet Care Clinton, IA Aug 2004 - Apr 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Reynaldo Batista
Phone Number: 210-265-8050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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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