Mark Reagan (CRD# 6655537) is an Investment Advisor Representative working at Reagan Financial Planning LLC in Oxford, GA and has over 7 years of experience in the finance industry.
CRD# 3147258
Avantax Advisory Services
CRD# 5947069
Edward Jones
CRD# 3082718
Wellspring Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reagan Financial Planning, LLC | Oxford, GA | Jun 2016 - Current | 7 |
| Reagan Financial Planning, LLC | Oxford, GA | May 2016 - Current | 7 |
| North Georgia Brick Company, Inc. | Cumming, GA | Jan 2013 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- GA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$426,429
- Hourly charges
- Other
- Financial planning services
- Other
GA
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.