Perry
Reynolds
Columbus Investment Advisory Inc
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About this Advisor
Perry Reynolds is a financial advisor working in New Albany, Ohio with 3 years of relevant experience. Reynolds is an advisor for Columbus Investment Advisory Inc. Reynolds has gained experience at Columbus Investment Advisory and Otterbein College Student. Reynolds maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Ohio. Columbus Investment Advisory Inc is a company that has its headquarters in New Albany, OH. It oversees $324 million in assets under management across its 100 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 100 accounts, 20% are associated with high-net-worth investors who have more than $1 million in investable assets. Columbus Investment Advisory Inc has a set of services, such as portfolio management for individuals and small businesses and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Columbus Investment Advisory Inc likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbus Investment Advisory Inc Brokerage Details
$324,227,892
8
100
$3,242,279
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Perry Reynolds Work History
Perry has been registered as a financial advisor for 3 years.*
Columbus Investment Advisory
Otterbein College Student
*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.
Disclosures
Please visit the SEC profile of Perry Reynolds 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 Columbus Investment Advisory Inc
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
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