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William Reynolds

27 Years of Experience
Meridian, MS
BrokerSells Insurance

William Reynolds is a registered investment advisor, based in Meridian, MS, with 27 years of industry experience.

Location

4917 Poplar Springs Drive, Meridian, MS, 39305

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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

William owns WBR Investment Services, LLC, and spends nearly full-time on securities, advisory, and insurance business. He also co-owns rental property and K Bar B Farms, LLC, a cattle ranching and farming operation, dedicating minimal time to these ventures.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2026 - Present · 4 mos
Previous Registrations
Commonwealth Financial Network
February 2018 - March 2026 · 8 yrs 1 mo
Commonwealth Financial NetworkBroker
February 2018 - March 2026 · 8 yrs 1 mo
LPL Financial LLC
February 2009 - February 2018 · 9 yrs
LPL Financial LLCBroker
February 2006 - February 2018 · 12 yrs
UBS Financial Services INC.Broker
January 2006 - February 2006 · 1 mo
Citigroup Global Markets INC.Broker
October 2000 - February 2006 · 5 yrs 4 mos
Amsouth Investment Services, INC.Broker
February 2000 - October 2000 · 8 mos
Invest Financial CorporationBroker
October 1998 - February 2000 · 1 yr 4 mos
State Registrations11 states
ALARCAFLGAKYLAMDMSTNTX
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.
William Reynolds - Financial Advisor | TrueAdvisor