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Paul Reynolds

25 Years of Experience
Hanover, MD
BrokerSells Insurance

Paul Reynolds is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hanover, MD, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7692 Dorchester Blvd., Hanover, MD, 21076

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul works as an associate/employee at Fulton Bank and as an independent contractor for Fulton Financial Advisors, dedicating about half his time to each. He also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2002 - June 2023 · 20 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
April 2001 - June 2023 · 22 yrs 2 mos
MML Investors Services, INC.Broker
July 2000 - March 2001 · 8 mos
State Registrations8 states
DEKYMDNCOHPASCVA
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.
Paul Reynolds - Financial Advisor | TrueAdvisor