Paul Reynolds IvCRD Number: 5600617
Current Firm: Triangle Securities Wealth Management
Paul Reynolds Iv (CRD# 5600617) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Triangle Securities Wealth Management||Raleigh, NC||Jul 2012 - Current||5|
|Pdr||Charlotte, NC||Jul 2011 - Jun 2012||< 1|
|Triangle Securities Wealth Management||Raleigh, NC||Oct 2009 - Jul 2011||1|
|Triangle Securities, LLC||Raleigh, NC||Sep 2008 - Jul 2011||2|
|Cameron Clothing Company||Raleigh, NC||Jan 2008 - Oct 2009||1|
|University Of Alabama||Tuscaloosa, AL||Sep 2007 - Aug 2008||< 1|
|University Of Alabama||Tuscaloosa, AL||Oct 2003 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management580MILLIONS
Total Number of Accounts810ACCOUNTS
Average Account Value$715,590
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC, PA, SC, TX, VA