AdvisorOS Directory
Claim Profile
WR

Walter James Reyna

WALTER J. REYNA, INC.·MCALLEN, Texas
Unclaimed Profile
5315 N. MCCOLL, MCALLEN, TX 78504CRD# 1323478Firm CRD# 141173
01

About

Walter James Reyna is a registered financial advisor based in MCALLEN, Texas, affiliated with WALTER J. REYNA, 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
03

Firm Overview

Firm
WALTER J. REYNA, INC.
WALTER J. REYNA, INC.
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WALTER J. REYNA, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1323478
Firm CRD# 141173
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 →
Other advisors in MCALLEN
Cheri Carol Palumbo — OXFORD ASSET MANAGEMENT, LLCStephen Morgan Pease — OXFORD ASSET MANAGEMENT, LLCJason A Habbit — OXFORD ASSET MANAGEMENT, LLCJames Anthony Reyna — WALTER J. REYNA, INC.Magda Chapa Reyna — WALTER J. REYNA, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile