James
Rehak
Lawley Retirement Advisors
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About this Advisor
James Rehak is a financial advisor based in Buffalo, New York, working with Lawley Retirement Advisors. James has previously held positions at Putnam Retail Management/Putnam Investments, Lawley Retirement Advisors, UBS Financial Services, Ohio University, Park Country Club of Buffalo, Royal Alliance Associates, Inc, Lawley Retirement Advisors, LLC, and Ohio University. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, James is part of Lawley Retirement Advisors, which operates out of Buffalo, New York. The firm has 1 office and 7 employees. The firm manages assets totaling $1.7 billion and offers services including pension consulting services and other services. The fee structure at Lawley Retirement Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lawley Retirement Advisors Brokerage Details
$1,663,453,490
7
154
$10,801,646
Investment Advisory Services
- Pension consulting services
- Other
James Rehak Work History
Royal Alliance Associates, Inc
Lawley Retirement Advisors
Lawley Retirement Advisors, LLC
Putnam Retail Management/Putnam Investments
Lawley Retirement Advisors
Ubs Financial Services
Full Time Education - Ohio University
Park Country Club Of Buffalo
Ohio University
Disclosures
Please visit the SEC profile of James Rehak 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 Lawley Retirement Advisors
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
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