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Weldon Joseph Reeves

Promontory Financial Planning, LLC

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About Weldon Joseph Reeves

Weldon Joseph Reeves is a Registered Investment Advisor and Registered Representative with Promontory Financial Planning, LLC in Houston, Texas. Weldon has been working in the financial services industry since 1997 and is also a certified public accountant (CPA). He is a Personal Financial Specialist and has held previous positions with MAIN STREET SECURITIES, LLC, SIGNAL SECURITIES, INC., and H.D. VEST INVESTMENT SECURITIES, INC. Weldon is currently serving as a Mission President in Carlsbad, California.

Firm Information

Weldon Reeves is currently registered with Promontory Financial Planning, LLC. Promontory Financial Planning, LLC is an investment advisor headquartered in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $280 million in assets for 570 clients. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$280.00M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Weldon Reeves’s Registration & Firm History

TX

05/15/2019 - Present

Promontory Financial Planning, LLC (Houston TX)

KS

01/02/2001 - 10/15/2003

MAIN STREET SECURITIES, LLC (HAYS KS)

TX

01/22/1998 - 12/31/2000

SIGNAL SECURITIES, INC. (FORT WORTH TX)

TX

05/08/1997 - 04/20/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 09/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Weldon Joseph Reeves.
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