Clayton Reynolds, financial advisor Wilmington OH
90 score

Clayton Reynolds

CRD Number: 6117316
Current Firm: Mwa Financial Services, Inc.

Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Wilmington, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Ince Rock Island, IL May 2016 - Current < 1
Modern Woodmen Of America Rock Island, IL May 2016 - Current < 1
Raymond James Financial Services, Inc. Mount Orab, OH Apr 2015 - Apr 2016 1
Raymond James Financial Services Advisors Inc. Mount Orab, OH Apr 2015 - Apr 2016 1
People's Bank, N.a. Mount Orab, OH Aug 2007 - Apr 2016 8
Cetera Investment Advisers LLC Mt Orab, OH Jan 2014 - Apr 2015 1
Cetera Investment Services LLC St.cloud, MN Sep 2012 - Apr 2015 2
The National Bank And Trust Company Wilmington, OH Aug 2007 - Apr 2015 7
Fifth Third Bank West Chester, OH May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Clayton M. Reynolds
Phone Number: 309-558-3100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $201,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, NC, NH, OH, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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