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Richard + Reyes - Financial Advisor in Maitland, FL

Paladin Research Report For:

Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109
Maitland, FL 32751
407-622-6669

General Information

Firm Start Year
  • 1998
No. of Employees
  • 2-4
CRD#
  • 3084281
Firm CRD#
  • 146151
Insurance License#
  • A304221
States Licensed in
  • FL
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 21
Work with the following types of clients
  • Businesses, Individual Investors
Foreign Languages Serviced
  • English and Spanish
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65, Series 63, Series 6
Insurance and Annuity Licenses
  • Health, Disability, Life, Variable Life, Long Term Care, Variable Annuity, Annuity
Financial Organization Memberships
  • Financial Planning Association (FPA)

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • 100000
Compensation Methods
  • Based on Assets, Flat Fee, Hourly
Additional Details on Charges
  • We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

    We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.

Education

BS -
  • Univeristy of Florida
    -
Certfiied Financial Planner -
  • University of Central Florida
    -

Disclosures

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Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1816673/paladinregistry-wealth-and-business-planning-group,-llc-detailed-disclosure

Disclaimer

Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.

BASIC INFORMATION NEEDED FOR THE INQUIRY