WR
CFP
WR
CFP
Walter Reyna is a CFP-designated registered investment advisor, based in Mcallen, TX, with 41 years of industry experience.
Location
5315 N. Mccoll, Mcallen, TX, 78504
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2022Settled
Customer Dispute
April 2022Settled
Other Business ActivitiesSells Insurance
Walter is the Vice President of Walter J. Reyna, Inc., operating under a DBA for an outside RIA and fixed insurance. He spends about half of his time on securities, insurance services, and financial planning.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Walter J. Reyna, INC.
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Lincoln Financial Securities Corporation
September 2018 - March 2022 · 3 yrs 6 mos
Walter J. Reyna, INC.
September 2006 - December 2010 · 4 yrs 3 mos
Independent Advisers Group CORP
June 2000 - October 2003 · 3 yrs 4 mos
Jefferson Pilot Securities CORP
February 1985 - May 2007 · 22 yrs 3 mos
Lincoln Financial Securities CorporationBroker
February 1985 - March 2022 · 37 yrs 1 mo
State Registrations2 states
COTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.