Danny RechtCRD Number: 5351930
Current Firm: Park Avenue Securities LLC
Danny Recht (CRD# 5351930) is an Investment Advisor Representative working at Park Avenue Securities LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
Heyman Investment Counseling LLC
|Park Ave Securities||San Diego, CA||May 2016 - Current||< 1|
|Guardian||San Diego, CA||Apr 2016 - Current||< 1|
|Axa Advisors, LLC||San Diego, CA||Jun 2012 - Apr 2016||3|
|Mass Mutual Life Insurance Company||La Jolla, CA||Sep 2010 - May 2012||1|
|Mml Investors Services Inc.||La Jolla, CA||Sep 2010 - May 2012||1|
|Liberty Partners Financial Services, LLC||San Diego, CA||May 2009 - Sep 2010||1|
|University Of Arizona||Tucson, AZ||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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