Individual Firm
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WILLIAM MCREYNOLDS
WILL CASEY MCREYNOLDS, WILLIAM C MCREYNOLDS, WILLIAM CASEY MCREYNOLDS
CRD#: 4375489
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 705 E 3RD AVE
NEW SMYRNA BEACH, FL 32169
NEW SMYRNA BEACH, FL 32169
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 705 E 3RD AVE
NEW SMYRNA BEACH, FL 32169
NEW SMYRNA BEACH, FL 32169
0
Disclosures
23
Years of Experience
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State Registrations
B
Alabama 2/17/2021
B
Montana 8/27/2024
B
Arizona 2/17/2021
B
Nebraska 7/2/2024
B
California 2/17/2021
B
New Hampshire 2/17/2021
B
Colorado 2/17/2021
B
New Jersey 2/17/2021
B
Connecticut 2/17/2021
B
New York 2/17/2021
B
Delaware 10/25/2021
B
North Carolina 2/17/2021
B
Florida 2/17/2021
B
North Dakota 2/17/2021
IA
Florida 3/2/2021
B
Ohio 2/17/2021
B
Georgia 2/17/2021
B
Oregon 5/12/2021
B
Idaho 7/12/2024
B
Pennsylvania 2/17/2021
B
Illinois 2/17/2021
B
South Carolina 2/17/2021
B
Indiana 2/17/2021
B
Tennessee 2/17/2021
B
Kentucky 5/19/2023
B
Texas 2/17/2021
B
Maine 2/17/2021
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Texas 4/15/2021
B
Maryland 2/17/2021
B
Vermont 2/17/2021
B
Massachusetts 2/17/2021
B
Virginia 2/17/2021
B
Michigan 2/17/2021
B
Washington 7/19/2024
B
Minnesota 2/17/2021
B
West Virginia 2/17/2021
B
Missouri 2/17/2021
B
Wisconsin 1/10/2023
SRO Registrations
B
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IA
Registered with this firm since 3/2/2021
B
Registered with this firm since 2/17/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/02/2018 - 03/02/2021 | RICHMOND, VA | |
B | 01/02/2018 - 02/17/2021 | RICHMOND, VA | |
IA | 08/31/2010 - 01/02/2018 | ALTAMONTE SPRINGS, FL | |
B | 07/14/2010 - 01/02/2018 | ALTAMONTE SPRINGS, FL | |
B | 08/23/2002 - 07/13/2010 | LAKE MARY, FL | |
B | 05/30/2001 - 06/20/2002 | ST. PAUL, MN |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.