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RR

Robert W. Reagan

REAGAN SECURITIES
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 6195023
RR

Professional summary

Robert Webb Reagan, who also goes by Bobby Reagan, is a registered financial professional currently at REAGAN SECURITIES, INC. located in Atlanta, Georgia.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2013. Robert has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bobby Reagan

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Webb Reagan'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®
None

Experience

Current

June 21, 2013 - Present

REAGAN SECURITIES, INC.

Office #1: 3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305
BD
CRD#: 156034
Atlanta, GA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/2/2024)
RR
Georgia
(12/3/2013)
RR
Kentucky
(7/1/2019)
RR
Maryland
(9/21/2023)
RR
Ohio
(6/3/2019)
RR
Pennsylvania
(6/4/2024)
RR
Tennessee
(6/13/2019)
RR
Texas
(5/16/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 11/26/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 6/21/2013
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RS
REAGAN SECURITIES, INC.
DANE EQUITIES, INC. | REAGAN SECURITIES, INC.

CRD#: 156034 / SEC#: , 8-68760

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305
Mailing Address
3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305
Phone number
(404) 869-2593
Established
Georgia since 11/16/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
REAGAN CONSULTING, INCOWNER
AGERTON, DEBORAH LYNNFINOP/PFO/POO4460597
BLACKMAN, JEANINE MARIECHIEF COMPLIANCE OFFICER4051920
DEITZ, BRIAN JOHNCEO / PRESIDENT6195297
STIPE, KEVIN MICHAELCOO/TREASURER/SECRETARY AND PRINCIPAL1390642

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.

Company Information

REAGAN SECURITIES, INC.

CRD#: 156034Atlanta, GA 30305

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