Reginald RileyCRD Number: 5591091
Current Firm: Independent Financial Partners
Reginald Riley (CRD# 5591091) is an Investment Advisor Representative working at Independent Financial Partners in Lanham, MD and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|Independent Financial Partners||Lanham, MD||Aug 2012 - Current||4|
|Lpl Financial, LLC||Lanham, MD||Jun 2011 - Current||5|
|Bank Of America, Na||Columbia, MD||Dec 2009 - Current||6|
|Merrill Lynch||Columbia, MD||Sep 2008 - Jun 2011||2|
|M-point Mortgage Service||Crofton, MD||Mar 2008 - Sep 2008||< 1|
|Exit Source One Realty||Seabrook, MD||Jul 2007 - Sep 2008||1|
|Residental Mortgage Corp||Largo, MD||Mar 2005 - Mar 2008||3|
|Exit Powerhouse Realty||Lanham, MD||Jul 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management4,348MILLIONS
Total Number of Accounts24,542ACCOUNTS
Average Account Value$177,153
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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