Charlene Reyes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mobile, AL, with 30 years of industry experience. Charlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 North Water Street, Mobile, AL, 36602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charlene works as a wealth advisor at Regions Bank, providing customer service and handling deposit accounts, loans, and credit card applications. She also spends minimal time on residential leasing, serves as a board member at Boys & Girls Clubs of South Alabama, and is a co-membership chair of the non-profit IMPACT100 Mobile, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
PNC Investments
PNC InvestmentsBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Hancock Investment Services, INC.Broker
Hancock Investment Services, INC.Broker
Allstate Financial Services, LLCBroker
Sunamerica Securities, INC.Broker
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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