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.

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.
The advisor shows no other business activity.

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®

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

Regulatory assets under management


Total Number of Accounts35
AUM (Assets Under Management)$ 4,774,647

Red Flags


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Company Information


ESTES FINANCIAL SERVICES, INC.

CRD#: 146590Fort Worth, TX 76102

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