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Paladin Research Report For:

William (Bill) Reynolds

Reynolds Financial Solutions

MSFSChFC®CLU®CFS
558 Castle Pines Parkway, B4-144
Castle Pines, CO 80108
949-440-1670

About William (Bill) Reynolds

Bill Reynolds has more than 35 years of experience in the insurance and financial services industry and is an investment adviser representative of Equity Services, Inc. Bill holds a Masters in Financial Services (MSFS) and is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Funds Specialist (CFS). He holds the Series 24, 7, and 63 securities registrations and is a registered representative and offers securities through, Equity Services, Inc. - Member FINRA/SIPC. He resides in Denver and has been married 37 years. He enjoys spending time with his two daughters and grandkids, reading, traveling, cycling, playing golf and is active supporting charities, such as the Crohn's & Colitis Foundation. Cell phone: (303) 868-0403 (Voice Only)

See Disclosures

General Information

Firm Start Year
  • 1987
No. of Employees
  • 2-4
CRD#
  • 1532396
Firm CRD#
  • 1532396
Insurance License#
  • NPN 2339104; CO 654517
Name of Broker/Dealer
  • Equity Services, Inc.
States Licensed in
  • AZ,CA,CO,FL,MN,NV,OR,TN,TX,VA
Years of Experience in Financial Services
  • 37
Number of Years with Current Firm
  • 37
Work Experience
  • With over 37 years of experience in life insurance sales and financial services, I bring a wealth of knowledge and expertise to help you secure your financial future. My career began as a high school and college professor, where I honed my skills in education, communication, and the ability to break down complex concepts for better understanding. Transitioning into financial planning, I've built a strong foundation in life insurance, retirement planning, and investment strategies. My extensive experience allows me to offer personalized advice that not only can help you grow your wealth but also protect your assets, helping to secure long-term financial security for you and your loved ones.
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFS, CLU®, ChFC®, MSFS
Securities Licenses
  • Series 24, Series 63, Series 7
Insurance and Annuity Licenses
  • Life, Health, Annuity, Accident, Disability, Variable Life, Long Term Care, Variable Annuity

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Based on Assets, Flat Fee, Commissions
Fee % Based on Assets
  • Varies
Additional Details on Charges
  • Fees are negotiable and are based upon asset size or complexity of the financial plan. Introductory meetings and second opinions are always complimentary. I also may be compensated by the products sold if the plan is implemented and financial products are purchased.

Education

Masters in Financial Services -

American College
06/01/1996 -06/01/1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892601/paladinregistry-Reynolds-Financial-Solutions-detailed-disclosure.html

Disclaimer

Bill Reynolds is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Member FINRA/SIPC. Securities and investment advisory services are offered solely by Equity Services In. In CO, Equity Services, Inc. operates as Vermont Equity Services, Inc. One National Life Drive, Montpelier VT 05604 (800) 344-7437. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. Reynolds Financial Solutions is independent of Equity Services, Inc. California (CA) Insurance Agent License #0718869. TC7656143(0325)3