Richard ReynoldsCRD Number: 1043110
Current Firm: Sagepoint Financial, Inc.
Richard Reynolds (CRD# 1043110) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 15 years of experience in the finance industry. Richard Reynolds 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.
Western Wealth Management LLC
1st Financial Planning Group, Inc.
|San Diego Wealth Management, Lcl||San Diego, CA||Feb 2012 - Current||6|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops