Randall James Reinagel

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

• 09/2008 → 07/2025
  Next Financial Group
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  San Antonio, TX
• 03/2006 → Present
  Money Managers Inc
  San Antonio, TX

Previous Registrations

• 2015-11-09 → 2025-05-30
  Next Financial Group, Inc.
  Addison, TX
  Houston, TX
  San Antonio, TX
• 2006-01-09 → 2006-02-08
  Citigroup Global Markets Inc.
  San Antonio, TX
• 1996-02-27 → 2005-12-19
  Ameriprise Financial Services, Llc
  San Antonio, TX

Other Businesses

1 - 07/2025 - TRJ LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - San Antonio, TX - OBA Start Date: 12/15/2022. 2 - 07/2025 - Randall Reinagel - Non-Variable Insurance/Insurance Agency - Not Inv Related - 10 Hours/Month - 10 Hours During Trading - San Antonio, TX - OBA Start Date: 03/01/2006. 3 - 07/2025 - Money Managers - Registered Investment Advisor Hybrid - Inv Related - 160 Hours/Month - 160 Hours During Trading - San Antonio, TX - OBA Start Date: 03/01/2017. 4 - 07/2025 - MONEY MANAGERS, INC. - Registered Investment Advisor DBA - Inv Related - 160 Hours/Month - 160 Hours During Trading - San Antonio, TX - OBA Start Date: 03/01/2017.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-16
• S63 Uniform Securities Agent State Law Examination
  1995-12-18

Other Names

• Randy Reinagel