David S Reinders
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About this Advisor
David Reinders is a certified financial planner who works in Valencia, California with 16 years of industry experience. Reinders is an employee of David S Reinders. During their career, Reinders has held roles at David S. Reinders, CFP®, Inc and Alliance Advisory & Securities, Inc. Reinders holds a Series 63 license, designating them as a securities broker, and is approved to work in California and Texas. David S Reinders is a registered investment company that has its headquarters in Valencia, CA. It manages $105 million in assets under management among its 613 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 613 client accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules largely are based on the financial services offered. Fee types charged by David S Reinders may include asset-based, hourly and fixed fees.
Certifications and Registrations
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David S Reinders Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Reinders Work History
David has been registered as a financial advisor for 16 years.*
David S. Reinders, CFP®, Inc
Alliance Advisory & Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of David Reinders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at David S Reinders
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.