Craig Reynolds, financial advisor Palo Alto CA
93 score

Craig Reynolds

CRD Number: 1306560
Current Firm: Advice And Planning Services

Craig Reynolds (CRD# 1306560) is an Investment Advisor Representative working at Advice And Planning Services in Palo Alto, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Palo Alto, CA Sep 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Palo Alto, CA Sep 2014 - Current 2
Unemployed San Jose, CA Mar 2014 - Sep 2014 < 1
Tdameritrade, Inc. Campbell, CA Nov 2012 - Feb 2014 1
Charles Schwab Bank Sunnyvale, CA Feb 2005 - Sep 2012 7
Charles Schwab & Company, Inc. Sunnyvale, CA Feb 1999 - Sep 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Craig A. Reynolds
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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