William Bradford Reynolds

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2006 → 02/2018
  Linsco/Private Ledger
  Meridian, MS
• 02/2018 → 03/2026
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Meridian, MS
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Meridian, MS

Previous Registrations

• 2018-02-15 → 2026-03-03
  Commonwealth Financial Network
  Meridian, MS
  Waltham, MA
  Pensacola, FL
• 2009-02-04 → 2018-02-24
  Lpl Financial Llc
  Meridian, MS
  Meridian, MS
  Pensacola, FL

Other Businesses

(1)Name of Business: K BAR B FARMS, LLC Address: OLD HWY 49, MCHENRY, MS, 39561, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 09/30/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: PARTNER/CAPITAL (2)Name of Business: WBR INVESTMENT SERIVCES, LLC Address: 4917 Poplar Springs Dr, Meridian, MS, 39305-1618, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 02/01/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Advisor, Agent, Founder, Officer - CEO, Owner/Proprietor\n\nOWNER

Exams

• S66 Uniform Combined State Law Examination
  1998-11-24

Other Names

• Brad Reynolds