Rennie & Associates

Rennie & Associates (CRD# 111696) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rennie & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Edward P. Rennie
CRD#: 2014387
Newport Beach, CA
96
Wealthminder
score

Edward Rennie (CRD# 2014387) is an Investment Advisor Representative working at Rennie & Associates in Newport Beach, CA and has over 26 years of experience in the finance industry. Edward Rennie 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.

2
Gary B. Rennie
CRD#: 2150043
Irvine, CA
90
Wealthminder
score

Gary Rennie (CRD# 2150043) is an Investment Advisor Representative working at Rennie & Associates in Irvine, CA and has 1 year of experience in the finance industry. Gary Rennie 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.

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