CR
CFP
CR
CFP

Chad Reynolds

21 Years of Experience
Vanceboro, NC
Broker

Chad Reynolds is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Vanceboro, NC, with 21 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8123 Main St, Vanceboro, NC, 28586

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2011 - Present · 15 yrs 8 mos
Wells Fargo Advisors
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
First Citizens Investor Services, INC.Broker
August 2009 - January 2011 · 1 yr 5 mos
First Citizens Investor Services, INC.
August 2009 - January 2011 · 1 yr 5 mos
Bb&t Investment Services, INC.Broker
July 2008 - August 2009 · 1 yr 1 mo
Bb&t Investment Services, INC.
July 2008 - August 2009 · 1 yr 1 mo
Wachovia Securities, LLC
January 2007 - July 2008 · 1 yr 6 mos
Wachovia Securities, LLCBroker
January 2007 - July 2008 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2007 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - January 2007 · 1 yr 7 mos
State Registrations32 states
AKARAZCACOCTDCFLGAINKSMAMDMEMIMNMOMTNCNHNJNYOHORPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.