Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Coltons Point, MD
LPL Financial
Institution
Malcolm Reynolds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has held positions at firms including Valic Financial Advisors, Fidelity Investments, T Rowe Price, Merrill, and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Coltons Point, MD
Coltons Point MD
Advisors at this office
1
Maryland
6 years of industry experience
LPL Financial
2024 - Present • 2 years
Alexandria, VA
Unemployed
2024 - 2025 • 1 year
Coltons Point, MD
Valic Financial Advisors
2022 - 2024 • 2 years
Linthicum Heights, MD
AGIA
2022 - 2024 • 2 years
Houston, TX
AGIA
2022 - 2024 • 2 years
Houston, TX
UnEMPLOYED
2022 - 2022 • 1 year
Owings Mills, MD
FIDELITY INVESTMENTs
2021 - 2022 • 1 year
Covington, KY
T Rowe Price
2019 - 2021 • 2 years
Owings Mills, MD
Unemployed
2019 - 2019 • 1 year
Owings Mills, MD
Bank Of America N.A.
2019 - 2019 • 1 year
Annapolis, MD
Merrill
2018 - 2019 • 1 year
Annapolis, MD
PNC Bank
2018 - 2018 • 1 year
Lusby, MD
Unemployed
2018 - 2018 • 1 year
Coltons Point, MD
Educational Systems Federal Credit Union
2017 - 2018 • 1 year
Greenbelt, MD
Unemployed
2017 - 2017 • 1 year
Coltons Point, MD
Alion Science and Technology
2017 - 2017 • 1 year
Washington, DC
Morgan Stanley Smith Barney
2017 - 2017 • 1 year
Hunt Valley, MD
Unemployed
2017 - 2017 • 1 year
Cockeysville, MD
Merrill
2016 - 2017 • 1 year
Hunt Valley, MD
SECU Credit Union
2015 - 2016 • 1 year
Baltimore, MD
Southern new Hampshire University
2012 - 2017 • 5 years
Manchester, NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
California, MD
BMSS Wesson Wealth Solutions
Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.
Series 65
California, MD
Innovative Wealth Building LLC
Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.
Series 65, Series 63
California, MD
Innovative Wealth Building LLC
Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at First Command Advisory Services, Inc. and First Command. Hill is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.
Series 65
California, MD
Innovative Wealth Building LLC
Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.
Series 65
California, MD
Innovative Wealth Building LLC
Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.
Series 63, Series 65
California, MD
Innovative Wealth Building LLC
Warren Brooks is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.
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