William(Bill) Reynolds- Financial Advisor Castle Pines, CO

Home > Financial Advisor Directory > colorado > castle pines

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

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

Number of Years with Current Firm

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

Investment Advisor Representative

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

William (Bill) Reynolds

Reynolds Financial Solutions