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Edward Anthony Reguero

WIN TEAM INSURANCE SERVICES, INC.·IRVINE, California
Clean recordWIN TEAM INSURANCE SERVICES, INC.
17802 SKY PARK CIRCLE, IRVINE, CA 92614CRD# 1201282Firm CRD# 136680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Anthony Reguero · IRVINE, CA
Registration
CRD #1201282 · WIN TEAM INSURANCE SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward Anthony Reguero is a registered financial advisor based in IRVINE, California, affiliated with WIN TEAM INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WIN TEAM INSURANCE SERVICES, INC.
WIN TEAM ADVISORY SERVICES
AUM
$143M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WIN TEAM INSURANCE SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1201282
Firm CRD# 136680
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Anthony Reguero offer?
Edward Anthony Reguero specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are Edward Anthony Reguero's credentials?
Edward Anthony Reguero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Anthony Reguero located?
Edward Anthony Reguero is based in IRVINE, California, working with WIN TEAM INSURANCE SERVICES, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Edward Anthony Reguero charge for services?
Edward Anthony Reguero's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIN TEAM INSURANCE SERVICES, INC.?
WIN TEAM INSURANCE SERVICES, INC. has approximately 3 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Winston Crist
IRVINE, CA

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Research
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