David Reo (CRD# 2113425) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Rensselaer, NY and has over 32 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Advisory Services LLC | Charlotte, NC | Dec 2019 - Current | 4 |
| Innovation Partners LLC | Charlotte, NC | Mar 2016 - Current | 8 |
| Reo Financial Services | Rensselaer, NY | Sep 1992 - Current | 31 |
| Cetera Investment Advisors LLC | Rensselaer, NY | Oct 2015 - Mar 2016 | < 1 |
| Summit Brokerage Services | Rensselaer, NY | Aug 2015 - Mar 2016 | < 1 |
| J.p. Turner Capital Management | Wynantskill, NY | Oct 2007 - Sep 2015 | 7 |
| J.p. Turner And Company | Wynantskill, NY | Dec 1999 - Aug 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
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