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Eric Reynolds

3 Years of Experience
Atlanta, GA
Broker

Eric Reynolds is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 3 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

3333 Riverwood Parkway SE, Fl 5, Atlanta, GA, 30339

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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 Activities

Eric is an associate/employee at Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, both since 2024. He spends about half his time at each, discussing banking and investment needs with clients and referring them to a Raymond James Advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Truist Advisory Services, INC.
September 2022 - March 2024 · 1 yr 6 mos
Truist Investment Services, INC.Broker
August 2022 - March 2024 · 1 yr 7 mos
State Registrations1 state
GA
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.
Eric Reynolds - Financial Advisor | TrueAdvisor