Richard E. Reyes

WEALTH & BUSINESS PLANNING GROUP

Maitland, FL 32751

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CRD#: 3084281

Professional summary

Richard Eladio Reyes, CFP® is a registered financial advisor currently at WEALTH & BUSINESS PLANNING GROUP, LLC located in Maitland, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Richard has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

WEALTH & BUSINESS PLANNING GROUP, LLC. 100% OWNERSHIP, THIS IS MY RIA COMPANY. OUTSIDE WEALTH & BUSINESS PLANNING GROUP, LLC, RICHARD REYES PROVIDES TAX PREPARATION, TAX PLANNING AND INSURANCE SALES LIMITED TO LIFE, ANNUITY, AND LONG-TERM CARE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Eladio Reyes'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: 2001

Experience

Current

January 28, 2008 - Present

WEALTH & BUSINESS PLANNING GROUP, LLC

Office #1: 125 S. Swoope Ave Suite 109, Maitland, FL 32751

RIA

CRD#: 146151

Maitland, FL

Past

August 4, 2008 - December 9, 2010

CALTON & ASSOCIATES, INC.

CRD#: 20999

MAITLAND, FL

Past

August 6, 1998 - August 4, 2008

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

MAITLAND, FL

Past

August 3, 1998 - August 4, 2008

G. A. REPPLE & COMPANY

CRD#: 17486

MAITLAND, FL

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

Florida
(1/28/2008)

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: 6/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/1998

General Securities Representative Examination

Current Firm

WEALTH & BUSINESS PLANNING GROUP, LLC

CRD#: 146151 / SEC#:

Florida

Registered Investment Advisory firm - (1/28/2008 Approved)

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Contact information

Main Address

125 S. Swoope Ave Suite 109, Maitland, FL 32751

Mailing Address

Phone number

(407) 622-6669

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,149,447

Red Flags

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

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Richard E. Reyes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Eladio Reyes's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH & BUSINESS PLANNING GROUP, LLC

CALTON & ASSOCIATES, INC.

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2007

Series 63

Date: 3/13/2006

Series 7

Date: 7/17/1998

Current Firm

WEALTH & BUSINESS PLANNING GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH & BUSINESS PLANNING GROUP, LLC

TRUST BUT VERIFY

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