Unclaimed Profile

Walter James Reyna

WALTER J. REYNA, INC.·MCALLEN, Texas

SIE, Series 6, Series 7, Series 24, Series 63CFP41 years registeredWALTER J. REYNA, INC.

5315 N. MCCOLL, MCALLEN, TX 78504CRD# 1323478Firm CRD# 141173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter James Reyna · MCALLEN, TX

Registration

CRD #1323478 · WALTER J. REYNA, INC. · 41 years registered

Brand Profile

Not yet started

Career History

WALTER J. REYNA, INC.

Jan 2011 – present

LINCOLN FINANCIAL SECURITIES CORPORATION

Sep 2018 – Mar 2022

MCALLEN, TX

WALTER J. REYNA, INC.

Sep 2006 – Dec 2010

MCALLEN, TX

INDEPENDENT ADVISERS GROUP CORP

Jun 2000 – Oct 2003

MC ALLEN, TX

JEFFERSON PILOT SECURITIES CORP

Feb 1985 – May 2007

MCALLEN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · February 28, 1985

Years registered · 41

Professional designation · CFP

Disclosure History

2022Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WALTER J. REYNA, INC.

CRD 141173 · SEC 801-67118

AUM

$28M

Regulatory assets under management

Employees

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. →

Introduction

Speak with Walter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Walter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MCALLEN?

Browse all registered financial advisors in MCALLEN, Texas or claim this profile if it's yours.

Browse MCALLEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Walter James Reyna offer?

Walter James Reyna specializes in Financial Planning, Investment Management. Contact their office in MCALLEN, Texas for a consultation.

What are Walter James Reyna's credentials?

Walter James Reyna holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Walter James Reyna located?

Walter James 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 Walter James Reyna charge for services?

Walter James 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →