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Kyle Reynolds

Advisor at Cetera — Liberty, TX

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Liberty, TX 77575

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Liberty, TX

1399 N Main Street

Liberty TX 77575

Advisors at this office

2

Most active in

Texas

Work history

< 1 year of industry experience

Cetera

2026 - Present • 1 year

Liberty, TX

Cetera Investment Services Llc

2026 - Present • 1 year

St Cloud, MN

Fundamental Wealth Advisors

2025 - Present • 1 year

Liberty, TX

The Home Depot

2023 - 2025 • 2 years

College Station, TX

Texas A&M University

2021 - 2025 • 4 years

College Station, TX

Tarkington School System

2008 - 2021 • 13 years

Cleveland, TX

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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John H

CFP®, Series 66

Dayton, TX

Edward Jones

John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ross W

Series 66

Liberty, TX

Edward Jones

Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Rachel O

ChFC®, Series 66

Liberty, TX

Edward Jones

Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Lara U

Series 66

Crosby, TX

Edward Jones

Lara Umberger is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive

Stephen D

Series 63, Series 66

Liberty, TX

Edward Jones

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Leslie H

Series 63, Series 66

Dayton, TX

Edward Jones

Leslie Herndon is a financial advisor at Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience, all of which has been spent with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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