Cline Reasor is a CFP-designated registered investment advisor, based in Virginia Beach, VA, with 20 years of industry experience.
Location
192 Ballard Ct, Ste 101, Virginia Beach, VA, 23462
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cline is involved in several activities, including serving on the board/committees for ForKids, as a trustee for First Presbyterian Church, and as owner/landlord of an apartment rental. Cline also sells fixed insurance products and is involved with the finance councils of St. Pius X School and St. Pius X Catholic Church, as well as being an IAR/managing partner at Gratus Wealth Advisors and a Registered Representative at Purshe Kaplan Sterling Investments.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gratus Wealth Advisors LLC
Previous Registrations
Newedge Advisors
Newedge Securities, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 states
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.