James Rehak (CRD# 6944181) is an Investment Advisor Representative working at Lawley Retirement Advisors in Buffalo, NY and has over 3 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Buffalo, NY | May 2022 - Current | 1 |
| Lawley Retirement Advisors | Buffalo, NY | Jan 2022 - Current | 2 |
| Lawley Retirement Advisors, LLC | Buffalo, NY | May 2021 - Current | 2 |
| Putnam Retail Management/putnam Investments | Boston, MA | Feb 2020 - Dec 2021 | 1 |
| Unemployed | Buffalo, NY | Dec 2019 - Jan 2020 | < 1 |
| Full Time Education - Ohio University | Athens, OH | Aug 2015 - Dec 2019 | 4 |
| Ohio University | Athens, OH | Jan 2012 - Dec 2019 | 7 |
| Lawley Retirement Advisors | Buffalo, NY | May 2019 - Aug 2019 | < 1 |
| Park Country Club Of Buffalo | Buffalo, NY | Apr 2015 - Sep 2018 | 3 |
| Ubs Financial Services | Buffalo, NY | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Buffalo, NY | Feb 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
-
Total Assets Under Management1,663MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$10,801,646
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Other
NY
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