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James Reyna

27 Years of Experience
Mcallen, TX
BrokerSells Insurance

James Reyna is a registered investment advisor, based in Mcallen, TX, with 27 years of industry experience.

Location

5315 N. Mccoll, Mcallen, TX, 78504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

James is the president of Walter J. Reyna, Inc., an outside RIA and fixed insurance business, since 2001. He is also a partner in Efraim James, LLC, a real estate development company, dedicating a few hours per week to this activity.

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.
November 2006 - December 2010 · 4 yrs 1 mo
Lincoln Financial Securities CorporationBroker
May 2001 - March 2022 · 20 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
October 1996 - August 1999 · 2 yrs 10 mos
State Registrations2 states
COTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.