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James Anthony Reyna

WALTER J. REYNA, INC.·MCALLEN, Texas
SIE, Series 7, Series 63, Series 65Clean record19 years registeredWALTER J. REYNA, INC.
5315 N. MCCOLL, MCALLEN, TX 78504CRD# 2809453Firm CRD# 141173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Anthony Reyna · MCALLEN, TX
Registration
CRD #2809453 · WALTER J. REYNA, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

WALTER J. REYNA, INC.
Jan 2011 – present
LINCOLN FINANCIAL SECURITIES CORPORATION
Sep 2018 – Mar 2022
MCALLEN, TX
WALTER J. REYNA, INC.
Nov 2006 – Dec 2010
MCALLEN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 1, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALTER J. REYNA, INC.
CRD 141173 · SEC 801-67118
AUM
$28M
Regulatory assets under management
Employees
1
280 client accounts
Services offered by WALTER J. REYNA, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WALTER J. REYNA, INC. →
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05

Frequently Asked Questions

What services does James Anthony Reyna offer?
James Anthony Reyna specializes in Financial Planning, Investment Management. Contact their office in MCALLEN, Texas for a consultation.
What are James Anthony Reyna's credentials?
James Anthony Reyna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Anthony Reyna located?
James Anthony Reyna is based in MCALLEN, Texas, working with WALTER J. REYNA, INC.. Their office serves clients in the MCALLEN metropolitan area and surrounding communities.
How does James Anthony Reyna charge for services?
James Anthony Reyna's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALTER J. REYNA, INC.?
WALTER J. REYNA, INC. has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALTER J. REYNA, INC.

Walter James Reyna
MCALLEN, TX
CFP

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