Yvonne Reyes is a registered investment advisor, based in Midland, TX, with 16 years of industry experience.
Location
1031 Andrews Hwy., Ste. 330, Midland, TX, 79701
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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
Yvonne is an agent/owner of Envision Wealth Management LLC and an independent insurance agent for various independent insurance companies, dedicating about 10-20% of her time. She also works as an advisory representative of a RIA, spending nearly full-time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cargile Investments
Ameritrade, INC.Broker
State Registrations9 states
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