Advisor at Deak Reynolds Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Deak Reynolds Company
Location
Lexington Park, MD
Credentials
Series 65
Industry experience
24 years
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.75%
Account minimum: $1,250 minimum annual investment management fee Minimum fee: Minimum annual investment management fee generally $1,250, may be reduced at discretion Fee-only: Investment management services provided on a fee-only basis; no commissions accepted.
Deak Reynolds Company
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65, Series 66
Leonardtown, MD
Edward Jones
Series 66
Solomons, MD
Edward Jones
Series 66
Leonardtown, MD
Edward Jones
Series 63, Series 65
Lusby, MD
Edward Jones
Series 66
California, MD
Edward Jones
Series 66
Solomons, Md, MD
Fountainhead Fiduciary, LLC
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