Zachary ReyesCRD Number: 6049447
Current Firm: Clintsman Financial Planning
Zachary Reyes (CRD# 6049447) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Clintsman Financial Planning||Southlake, TX||Jan 2012 - Current||4|
|Texas Tech University||Lubbock, TX||Aug 2009 - Dec 2011||2|
|Fisher County Healthcare||Rotan, TX||Nov 2007 - Jul 2009||1|
|Hendrick Medical Center||Abilene, TX||Oct 2007 - Dec 2007||< 1|
|Angelo State University||San Angelo, TX||May 2007 - Oct 2007||< 1|
|Angelo State University||San Angelo, TX||Jul 2006 - May 2007||< 1|
|Angelo State University||San Angelo, TX||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management225MILLIONS
Total Number of Accounts907ACCOUNTS
Average Account Value$248,369
- 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
- Selection of other advisers (including private fund managers)
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.