Robert
Reilly
Pensionmark Financial Group, LLC
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About this Advisor
Robert Reilly is a financial advisor based in Port Orange, Florida, working with Pensionmark Financial Group, LLC. Robert has previously held positions at Ashcraft Associates Insurance Agency, Inc, Westminster Financial Securities, Inc, Westminster Financial Advisory Corporation, Potomac Financial Services, Inc, Potomac Financial Services Inc, and Pensionmark Financial Group, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Louisiana, Texas, and Virginia. Currently, Robert is part of Pensionmark Financial Group, LLC, which operates out of Port Orange, Florida. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Reilly Work History
Pensionmark Financial Group, LLC
Potomac Financial Services Inc
Ashcraft Associates Insurance Agency, Inc
Potomac Financial Services, Inc
Westminster Financial Securities, Inc
Westminster Financial Advisory Corporation
Disclosures
Please visit the SEC profile of Robert Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
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Pensacola, FL
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Houston, TX
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