RichardReyes- Financial Advisor Maitland, FL

Home > Financial Advisor Directory > florida > maitland

About Richard Reyes

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

CRD#

3084281

Firm CRD#

146151

Insurance License#

A304221

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

English and Spanish

Advisory Services Provided

Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

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, Hourly, Flat Fee

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

http://www.thefinancialqb.com

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816673/paladinregistry-Wealth-and-Business-Planning-Group,-LLC-detailed-disclosure.html

Disclaimer

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Richard Reyes

Wealth and Business Planning Group, LLC