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Christopher Reynolds

Advisor at Wells Fargo Advisors

Updated today

Location

Gadsden, AL 35901

Credentials

CFP®, Series 63, Series 66

Industry experience

23 years

About

Christopher Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 33% owner of Legacy Wealth Management LLC in Gadsden, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning, and employs proprietary research and tools to develop tailored recommendations for clients.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

2010 Club Drive, Suite 300

Gadsden, AL 35901

Most active in

Alabama · Texas

Work history

Wells Fargo Advisors

2024 - Present (2 years)

Wells Fargo Clearing

2016 - 2024 (8 years)

Wells Fargo Advisors Llc

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tommie G

Series 63, Series 65

Gadsden, AL

Goggans Group Inc

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

General retirement planning Cash flow / budgeting
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Charles J

Series 65

Glencoe, AL

Longview Financial Advisors, Inc.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
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Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor with Belpointe Asset Management LLC, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has worked at Belpointe since 2016 and previously at First Advisors Capital, Inc. from 2014 to 2016. Outside of his advisory role, Hindman serves in leadership positions on several nonprofit boards, including chairman of the Wesley Foundation student ministry and the Jacksonville Commercial Development Authority, as well as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) Income planning Active portfolio management Passive / index investing
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John D

Series 66

Gadsden, AL

Level Four Advisory Services

John Day II is a financial advisor at Level Four Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Level Four Advisory Services and Level Four Financial in 2025, he held roles at Bain & Company, AssetVault, Extended Travel, EY-Parthenon, and the University of Virginia. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships, serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management services, utilizing model portfolios and a combination of direct management and third-party sub-advisers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive

Brandon W

Series 63, Series 65, Series 66

Gadsden, AL

Merrill

Brandon White is a Financial Advisor with Merrill Lynch Wealth Management, a position he has held since April 2014. He specializes in investment management and wealth planning, focusing on developing strategies and advice tailored to the financial objectives of individuals, families, and businesses. His role involves understanding both short- and long-term financial goals to provide comprehensive financial guidance. Brandon has over 17 years of experience in the financial services industry, including previous roles at a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and the Retirement Accredited Financial Advisor (RAFA) designation. Additionally, he has completed advanced training on cash balance retirement plans.

Wealth management Retirement income strategy Income planning Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brian N

Series 63, Series 65

Rainbow City, AL

OSAIC

Brian Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, MWA Financial Services, and Modern Woodmen of America. Outside of his advisory role, Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, employing a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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