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Byron Leonel Reyes

Prospera Financial Services, Inc.

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About Byron Leonel Reyes

Byron Reyes is a financial advisor in Lafayette, Louisiana. Byron has been in the financial industry since April 11, 1990. Byron is currently registered with Prospera Financial Services, Inc. and has been with them since August 17, 2018. Byron previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc.

Firm Information

Byron Reyes is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under review

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Byron Reyes’s Registration & Firm History

LA

08/17/2018 - Present

Prospera Financial Services, Inc. (Lafayette LA)

LA

12/11/2008 - 05/25/2018

UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)

LA

07/31/1993 - 12/18/2008

CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)

NY

08/14/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

01/30/1990 - 08/18/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2004

Series 3 - National Commodity Futures Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Byron Leonel Reyes. Review regulatory record here.
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