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Gregory Reynolds

Raymond James Financial Services Advisors, INC
26 Years of Experience
Fort Wayne, IN
1 DisclosureBroker
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Gregory Reynolds is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10211 Auburn Park Dr, Fort Wayne, IN, 46825

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is involved in numerous business entities, including Alpha Delta Holdings and BuddyCat Brothers, LLC, with varying levels of time commitment. He is also the CEO and President of Reynolds Wealth Management, dedicating about half of his time to overseeing its operations.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2019 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
February 2012 - April 2019 · 7 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2012 - April 2019 · 7 yrs 2 mos
Edward Jones
March 2007 - February 2012 · 4 yrs 11 mos
Edward JonesBroker
May 2000 - February 2012 · 11 yrs 9 mos
State Registrations39 states
AKALARAZCACOCTDEFLGAHIIDILINKSKYMDMIMNMOMSMTNCNDNENHNJNVNYOHOKORPASCTNTXVAWAWI
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.
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