Carl ReichCRD Number: 373105
Current Firm: Oppenheimer & Company Inc.
Carl Reich (CRD# 373105) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Philadelphia, PA and has over 35 years of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|Fahnestock & Company, Inc.||New York, NY||Jan 1995 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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