Walter J. Reyna, Inc.

Walter J. Reyna, Inc. (CRD# 141173) is a financial advisory firm headquartered in Mcallen, TX. They manage $30,534,306 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $132,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Walter J. Reyna, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Walter J. Reyna
CRD#: 1323478
5315 N. Mccoll, Mcallen, TX 78504
96
Wealthminder
score

Walter Reyna (CRD# 1323478) is an Investment Advisor Representative working at Walter J. Reyna, Inc. in Mcallen, TX and has over 32 years of experience in the finance industry. Walter Reyna 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.

2
James A. Reyna
CRD#: 2809453
5315 N. Mccoll, Mcallen, TX 78504
93
Wealthminder
score

James Reyna (CRD# 2809453) is an Investment Advisor Representative working at Walter J. Reyna, Inc. in Mcallen, TX and has over 21 years of experience in the finance industry.

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