Advisor at Walter J. Reyna, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Walter J. Reyna, Inc.
Location
Mcallen, TX 78504
Credentials
Series 63, Series 65
Industry experience
27 years
James Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Financial, Inc., Walter J. Reyna, Inc., Lincoln Financial Securities Corp., and Renya Financial. Outside of advisory work, he is a partner at Efraim James, LLC, a real estate development business where he manages accounting and materials selection. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.
Based on Walter J. Reyna, Inc.
$0 - $149,999: 2.00% $150,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.20% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
$250 per hour for pension consulting and financial planning/consulting services.
Account minimum: $100,000
5315 N. Mccoll
Mcallen, TX 78504
Texas
J.W. Cole Financial, Inc
2022 - Present (4 years)
Walter J. Reyna, Inc.
2005 - Present (21 years)
Lincoln Financial Securities Corp.
2001 - 2022 (21 years)
Renya Financial
2001 - Present (25 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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