Danielle ReitzCRD Number: 2996518
Current Firm: Facet Wealth, Inc.
Danielle Reitz (CRD# 2996518) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 24 years of experience in the finance industry. Danielle Reitz 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.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Facet Wealth||Glen Allen, VA||Oct 2018 - Current||3|
|Icma-rc||Washington, DC||Jun 2017 - Oct 2018||1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Jun 2006 - Jun 2017||11|
|Usaa Financial Planning Services||San Antonio, TX||Jun 2006 - Jun 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management1,189MILLIONS
Total Number of Accounts13,471ACCOUNTS
Average Account Value$88,294
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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