DR
CFP
DR
CFP

David Reynolds

15 Years of Experience
Miami, FL
BrokerSells Insurance

David Reynolds is a CFP-designated registered investment advisor, based in Miami, FL, with 15 years of industry experience.

Location

History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

David is the Chief Marketing Officer for Spearhead Administrative Services, dedicating nearly full-time hours to this role. He is also a Registered Representative with The Leaders Group, Inc. and has a variable insurance business, spending a few hours per week on these activities.

Employment History
Current Registrations
The Leaders Group, INC.Broker
June 2022 - Present · 3 yrs 11 mos
The Leaders Group, INC.
June 2022 - Present · 3 yrs 11 mos
Spearhead Administrative Services, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Spearhead Capital Advisors, LLC
September 2016 - December 2022 · 6 yrs 3 mos
Spearhead Capital, LLCBroker
June 2013 - June 2022 · 9 yrs
Hedgeco Securities, LLCBroker
January 2010 - September 2012 · 2 yrs 8 mos
State Registrations12 states
AKCACODEFLMANJNYPASDTXWA
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.