RBC Capital Markets
47yrs
Top advisor by experience in Orlando
20yrs
Reginald Johnson
Financial advisor at TD Private Client Wealth
Based in Orlando, Florida, Reginald Johnson is a fiduciary financial advisor with 20 years of industry experience. Reginald joined TD Private Client Wealth in 2025, after four years at Truist Advisory Services and a year at Independent Financial Partners. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 25% by experience at TD Private Client Wealth
Office301 East Pine Street 10th Floor, Orlando, FL 32801
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowTD Private Client Wealth LLCCurrent firm
- 2021 – 2025Truist Advisory Services, Inc.Previously
- Sep 2020 – Jul 2021Independent Financial PartnersPreviously
- Sep 2019 – Mar 2020
Contact Reginald
301 East Pine Street 10th FloorOrlando, FL 32801Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Reginald
Tailored to Reginald’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Reginald
How do I contact Reginald?
Call TD Private Client Wealth at (877) 703-9896 and ask for Reginald Johnson. Reginald works from the Orlando, FL office.
How long has Reginald been a financial advisor?
Reginald has been in the industry since 2007, about 20 years. Top 25% by experience at TD Private Client Wealth.
What licenses does Reginald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Reginald a fiduciary?
Reginald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Reginald paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Reginald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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