Mark S. Reagan

REAGAN FINANCIAL PLANNING LLC

Oxford, GA 30054

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CRD#: 6655537

Professional summary

Mark Simons Reagan, who also goes by Mark S Reagan, is a registered financial advisor currently at REAGAN FINANCIAL PLANNING LLC located in Oxford, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark S 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) - RIA

Click below to view Mark Simons 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

July 29, 2016 - Present

REAGAN FINANCIAL PLANNING LLC

Office #1: 170 Bostwick Road, Oxford, GA 30054

RIA

CRD#: 284103

Oxford, 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
(7/29/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2016

Uniform Investment Adviser Law Examination

Current Firm

REAGAN FINANCIAL PLANNING LLC

CRD#: 284103 / SEC#:

Georgia

Registered Investment Advisory firm - (7/29/2016 Approved)

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Contact information

Main Address

170 Bostwick Road, Oxford, GA 30054

Mailing Address

Phone number

(770) 784-1893

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 10,940,000

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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Mark S. Reagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Simons Reagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

REAGAN FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2016

Current Firm

REAGAN FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAGAN FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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