Unclaimed
Reginald Muggley is a financial advisor registered with Independent Financial Group, LLC. Reginald has 30 years of experience in the financial industry. Reginald is also the owner of MUGGLEY & RENZI & CO. PLLC, which provides tax preparation, accounting, bookkeeping, and CPA services. Reginald is a Registered Representative and Investment Advisor Representative with Independent Financial Group, LLC and is licensed in Texas and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2021 - Present
Independent Financial Group, LLC (THE WOODLAND TX)
TX
11/01/2017 - 08/12/2021
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
04/01/2010 - 11/01/2017
GIRARD SECURITIES, INC. (THE WOODLANDS TX)
TX
10/31/2005 - 04/06/2010
SAGEPOINT FINANCIAL, INC. (THE WOODLANDS TX)
AZ
03/05/1991 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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