William George Reynolds

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2015 → Present
  Equity Services Inc
  Montpeleir, VT
• 06/2015 → Present
  National Life Group
  Castle Pines, CO

Previous Registrations

• 2005-07-07 → 2006-02-24
  Walnut Street Securities, Inc.
  Glendale, CA
• 2004-01-01 → 2005-05-31
  Voya Financial Advisors, Inc.
  Westlake Village, CA
• 2002-08-26 → 2004-01-01
  Locust Street Securities, Inc.
  Encino, CA

Other Businesses

REYNOLDS FINANCIAL INSURANCE SERVICES,7518 GLEN RIDGE DRIVE, CASTLE PINES, CO 80108, INV RELATED,INSURANCE, AGENT,01/1987,ONGOING,DURING TRD/HRS,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES,100%. *NATIONWIDE RECRUITERS, INC DBA NWR FINANCIAL,7518 GLEN RIDGE DRIVE, CASTLE PINES, CO 80108, INV RELATED,ONGOING,DIRECTOR REAL ESTATE & RECRUITING,HELP WITH ANNUAL PLANNING,4/17/2003,1OHR/YR,NOT DURING TRD/HRS. *REYNOLDS FINANCIAL SOLUTIONS,DBA FOR REYNOLDS FINANCIAL INSURANCE SERVICES,7518 RIDEGE DRIVE,CASTLE PINES,CO 80108,01/01/2020,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1991-12-05

Designations

• Chartered Financial Consultant

Other Names

• William George Solverson