Geraldo Saldana Reyes

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 04/2018
  Usaa Wealth Management
  San Antonio, TX
• 04/2018 → Present
  Lpl Financial Llc
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2018-05-04
  Usaa Investment Services Company
  San Antonio, TX
• 2005-04-27 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1. 5/1/2018 - GENESIS WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 1/14/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/13/2021 - 1 Hour Per Month During Securities Trading. 3)05/12/2025 - Annuity Life Insurance - Investment Related - Non-Variable Insurance - Lawton, Oklahoma - Start Date: 05/02/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Gerald Saldana Reyes