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
CFP®, Series 63
Industry experience
41 years
Walter Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 37 years and has been involved with Walter J. Reyna, Inc. and Reyna Financial since 1984. He serves as a board member of the Rio South Texas Economic Foundation, which focuses on economic development. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, modular financial planning, and pension consulting for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment process that uses a tactical, seasonal approach with primarily exchange-traded funds, offering 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)
Lincoln Financial Securities Corporation
1984 - 2021 (37 years)
Walter J. Reyna, Inc.
1984 - 2022 (38 years)
Reyna Financial
1984 - Present (42 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
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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.
Series 65
Edinburg, TX
MDO Financial Planning, LLC
Series 65
Mcallen, TX
Normaltown Financial LLC
Series 63, Series 65
Mcallen, TX
Walter J. Reyna, Inc.
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 65
Mcallen, TX
Idylian Capital
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