Reginald Muggley
Reginald Muggley is a registered investment advisor at Independent Financial Group, LLC, based in The Woodland, TX, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
25211 Grogans Mill Rd., Ste. 280, The Woodland, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reginald is an owner of a tax preparation and accounting company, Muggley & Renzi & Co. PLLC, taking nearly full-time. He is also an insurance agent and an independent contractor for Toroso Financial Group, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Sagepoint Financial, INC.Broker
Asset One LLC
Sentra Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.