MM
ChFC
MM
ChFC

Michael J Mcreynolds

22 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
196 clients
Average Client Portfolio
$973K average
Assets Under Management
$190.7M

Fee Structure

Minimum Investment:$500K
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Location

1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432

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History

Regulatory History (1)
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Regulatory
May 1997
Final
Other Business ActivitiesSells Insurance

Michael has been an independent insurance agent since 1993, selling insurance products for commissions. This takes nearly full-time, with most of the time occurring during securities trading hours.

Employment History
Current Registrations
Rwa Advisors
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
P.J. Robb Variable CorporationBroker
October 2010 - September 2014 · 3 yrs 11 mos
Next Financial Group, INC.
March 2004 - September 2009 · 5 yrs 6 mos
Next Financial Group, INC.Broker
March 2004 - September 2009 · 5 yrs 6 mos
Mutual Service Corporation
June 2003 - January 2004 · 7 mos
Mutual Service CorporationBroker
June 2003 - January 2004 · 7 mos
Walnut Street Securities, INC.Broker
April 1998 - May 2003 · 5 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.