Gene Wechsler (CRD# 2896007) is an Investment Advisor Representative working at Rlb Financial in Springfield, MO and has 1 year of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rlb Financial, LLC | Springfield, MO | Jan 2021 - Current | 3 |
| Wechsler Accountancy Corporation | Northridge, CA | Sep 1997 - Current | 26 |
- CA
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts626ACCOUNTS
-
Average Account Value$204,516
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, IL, LA, MO, TX
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