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Britta Ilene Reyes

Britta I. Reyes

ESTES FINANCIAL SERVICES
Fort Worth, TX 76102
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CRD#: 4858075
Britta Ilene Reyes

Professional summary


Britta Ilene Reyes, CFP®, who also goes by Britta Ilene Horigan, Brie Horigan, Britta Ilene Reyes, is a registered financial advisor currently at ESTES FINANCIAL SERVICES, INC. located in Fort Worth, Texas.

Britta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Britta has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Britta Ilene Horigan | Brie Horigan | Britta Ilene Reyes

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.
1)Estes Financial Services;investment related;2501 Parkview Drive, Suite 228, Forth Worth, TX 76102;financial planning-registered investment advisor;partner;1/2016;80 hrs/month;4 hrs during trading;financial planning and registered investment advisor 2)EFS Tax Strategies;investment related;2501 Parkview Drive, Suite 228, Forth Worth, TX 76102;estate and income tax planning;partner;1/2016;20 hrs/month;2 hrs during trading;estate and income tax planning 3)Estes Financial Services Insurance;investment related;2501 Parkview Drive, Suite 228, Forth Worth, TX 76102;insurance;partner;1/2016;40 hrs/month;2 hrs during trading;insurance planning for estates and individuals,appointed with multiple insurance carriers 4)Riley Wealth Management; investment related; 306 West 7th, suite 602, Fort Worth, TX 76102; RIA; Owner/Partner; 01/2008; 0 hrs/mth; 0 hrs during trading; own 25% of RIA, no longer work there but own shares 5)Smart Financial Divorce, LLC; Not investment related; Fort Worth, TX; 07/2019; Owner; 20 hours a month; 2 hours during securities trading

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CRS (Client Relationship Summary) - RIA


Click below to view Britta Ilene 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®

Start date: 2013

Experience


Current

March 1, 2016 - Present

ESTES FINANCIAL SERVICES, INC.

Office #1: 2501 Parkview Drive Suite 228, Fort Worth, TX 76102
RIA
CRD#: 146590
Fort Worth, TX
Past

January 5, 2016 - December 31, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

January 18, 2008 - January 5, 2016

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
FORT WORTH, TX
Past

June 28, 2005 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
FORT WORTH, TX
Past

January 1, 2005 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
FORT WORTH, TX

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
Texas
(3/1/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EF
ESTES FINANCIAL SERVICES, INC.
4 ADVISOR | TOP GUN ADVISOR | ESTES FINANCIAL SERVICES, INC.

CRD#: 146590 / SEC#:

Louisiana
Registered Investment Advisory firm - (2/2/2015 Approved)
Texas
Registered Investment Advisory firm - (3/14/2008 Approved)
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Contact information


Main Address
2501 Parkview Drive Suite 228, Fort Worth, TX 76102
Mailing Address
Phone number
(817) 444-8402
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts37
AUM (Assets Under Management)$ 5,428,160

Red Flags


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

Company Information


ESTES FINANCIAL SERVICES, INC.

CRD#: 146590Fort Worth, TX 76102

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