Gregory Robert Reynolds

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 04/2009 → 06/2019
  Foresters Financial Services
  San Diego, CA
• 12/2013 → 06/2019
  Foresters Advisory Services
  San Diego, CA
• 09/2016 → Present
  Self
  San Diego, CA
• 07/2018 → Present
  Rental Property
  Morro Bay, CA
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  San Diego, CA

Previous Registrations

• 2014-01-14 → 2019-06-25
  Foresters Advisory Services, Llc
  San Diego, CA

Other Businesses

1)RENTAL PROPERTY 2)EXECUTOR OF ESTATE FOR IRENE REYNOLDS-MOTHER 3)SHORT-TERM VACATION RENTAL PROPERTY, 100% OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-18
• S63 Uniform Securities Agent State Law Examination
  2009-06-22