Michael
Reich
D. Scott Neal, Inc
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About this Advisor
Michael Reich is a financial advisor based in Lexington, Kentucky, working with D. Scott Neal, Inc. Michael has previously held positions at Spectrum Financial Alliance LTD, L.L.C, Velocity Telecommunications, and the University Of Kentucky. Michael has passed the Series 65 regulatory exam and is registered to provide services in Indiana, Kentucky, North Carolina, and Texas. Currently, Michael is part of D. Scott Neal, Inc, which operates out of Lexington, Kentucky. The firm has 1 office and 10 employees. The firm manages assets totaling $304.3 million 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 institutional clients, and educational seminars. The fee structure at D. Scott Neal, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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D. Scott Neal, Inc Brokerage Details
$304,257,262
10
1,333
$228,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Michael Reich Work History
Spectrum Financial Alliance LTD, L.L.C
Velocity Telecommunications
University Of Kentucky
Disclosures
Please visit the SEC profile of Michael Reich 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 D. Scott Neal, Inc
Lexington, KY
Lexington, KY
Louisville, KY
Lexington, KY
Louisville, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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