Rex Macey, financial advisor Atlanta GA
96 score

Rex Macey

CRD Number: 1781700
Current Firm: Red Tortoise, LLC

Rex Macey (CRD# 1781700) is an Investment Advisor Representative working at Red Tortoise, LLC in Atlanta, GA and has over 28 years of experience in the finance industry. Rex Macey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Red Tortoise, LLC Atlanta, GA Dec 2015 - Current 1
Unemployed Atlanta, GA Jul 2015 - Dec 2015 < 1
Wilmington Trust Investment Management Atlanta, GA Aug 2004 - Jul 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Rex P. Macey
Phone Number: 404-667-0328
Registered State(s):
  • GA
Current Firm Details
Red Tortoise, LLC
Firm's CRD Number: 282509
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

GA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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