Richard Eladio Reyes

Employer firm

Wealth & Business Planning Group, LLC CRD 146151

$5.96M regulatory AUM 46 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• FURNISHES ADVICE ABOUT SECURITIES IN A MANNER NOT DESCRIBED ABOVE.

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

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

Current Employers

Employment History

• 01/2008 → Present
  Wealth And Business Planning Group, Llc
  Maitland, FL

Previous Registrations

• 1998-08-06 → 2008-08-04
  G. A. Repple & Company
  Maitland, FL
  Altamonte Springs, FL
  Maitland, FL

Other Businesses

WEALTH & BUSINESS PLANNING GROUP, LLC. 100% OWNERSHIP, THIS IS MY RIA COMPANY. OUTSIDE WEALTH & BUSINESS PLANNING GROUP, LLC, RICHARD REYES PROVIDES TAX PREPARATION, TAX PLANNING AND INSURANCE SALES LIMITED TO LIFE, ANNUITY, AND LONG-TERM CARE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-12
• S63 Uniform Securities Agent State Law Examination
  2006-03-13

Designations

• Certified Financial Planner