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Benjamin Michael Reynoso

FCG Wealth Management LLC

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About Benjamin Michael Reynoso

Benjamin Reynoso is a financial advisor who is registered with the state of California. Benjamin's firm, FCG Wealth Management LLC, is a registered investment advisor with the state of California. The firm has approximately 139 clients and manages approximately $12,637,000 in assets. Benjamin has been a registered representative for over 20 years. Benjamin offers financial planning, portfolio management for individuals, and pension consulting services. Benjamin is also an independent insurance agent.

Firm Information

Benjamin Reynoso is currently registered with FCG Wealth Management LLC. FCG Wealth Management LLC is an independent Registered Investment Advisor (RIA) based in North Carolina. The firm provides financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. As of the latest data, the firm has approximately $12.6 million in regulatory assets under management.

$12.64M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning platform

Estate planning platform

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Reynoso’s Registration & Firm History

CA

08/16/2022 - Present

FCG Wealth Management LLC (VISALIA CA)

NC

04/13/2012 - 08/21/2024

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)

CA

09/16/2002 - 04/18/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (VISALIA CA)

MO

10/08/1999 - 09/09/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Michael Reynoso.
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