Raymond A. Reynolds

AFS WEALTH MANAGEMENT LLC

WATKINSVILLE, GA 30677

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CRD#: 2496880

Professional summary

Raymond Alexander Reynolds, CFP®, who also goes by Raymond Reynolds, Raymond A Reynolds, is a registered financial advisor currently at AFS WEALTH MANAGEMENT LLC located in Watkinsville, Georgia.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Raymond has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Raymond Reynolds | Raymond A Reynolds

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Rural Roots Revival, Inc., Not Investment Related, 12723 Broad Street Sparta, GA 31087, Board member January 2016 to Present, 2 hours per month (0 hours per month during securities trading hours), Non-Profit Organization. -licensed insurance agent Tax Accountant with Acuff Financial Services Financial Manger with Westminster Presbyterian Church Insurance Agent with Crump Life Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Alexander Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 19, 2025 - Present

AFS WEALTH MANAGEMENT LLC

Office #1: 3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677

RIA

CRD#: 335290

WATKINSVILLE, GA

Past

June 7, 2021 - January 19, 2022

PFS INVESTMENTS INC.

CRD#: 10111

ATLANTA, GA

Past

January 9, 2015 - November 15, 2017

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LAWRENCEVILLE, GA

Past

January 9, 2015 - November 15, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Lawrenceville, GA

Past

April 23, 2012 - December 18, 2014

QUEST CAPITAL STRATEGIES, INC.

RIA

CRD#: 16783

SPRING, TX

Past

August 11, 2011 - December 18, 2014

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

June 7, 2006 - January 5, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

RIA

CRD#: 17606

SPRING, TX

Past

February 8, 2005 - January 5, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

CRD#: 17606

SPRING, TX

Past

November 11, 2004 - December 31, 2004

SIGNAL SECURITIES, INC.

CRD#: 15916

FORT WORTH, TX

Past

April 6, 2001 - May 12, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

March 2, 1999 - December 31, 2000

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

January 21, 1998 - December 31, 1998

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

March 24, 1997 - December 31, 1997

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

June 16, 1994 - December 31, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/15/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/23/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

AFS WEALTH MANAGEMENT LLC

CRD#: 335290 / SEC#:

Georgia

Registered Investment Advisory firm - (3/19/2025 Approved)

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Contact information

Main Address

3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677

Mailing Address

Phone number

(770) 554-8344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Raymond A. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Alexander Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Experience

PFS INVESTMENTS INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

QUEST CAPITAL STRATEGIES, INC.

QUEST CAPITAL STRATEGIES, INC.

MILKIE/FERGUSON INVESTMENTS, INC.

MILKIE/FERGUSON INVESTMENTS, INC.

SIGNAL SECURITIES, INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2005

Series 63

Date: 6/15/1994

SIE

Date: 11/15/2017

Series 6

Date: 6/15/1994

Series 26

Date: 6/23/1997

Current Firm

AFS WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

AFS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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