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Katelynn Makenzie Reese

RETIREMENT FINANCIAL GROUP, LLC·BEAUMONT, Texas
Clean recordRETIREMENT FINANCIAL GROUP, LLC
1090 LONGFELLOW DR., BEAUMONT, TX 77706CRD# 7597610Firm CRD# 322692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katelynn Makenzie Reese · BEAUMONT, TX
Registration
CRD #7597610 · RETIREMENT FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katelynn Makenzie Reese is a registered financial advisor based in BEAUMONT, Texas, affiliated with RETIREMENT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
RETIREMENT FINANCIAL GROUP, LLC
RETIREMENT FINANCIAL GROUP, LLC
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RETIREMENT FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7597610
Firm CRD# 322692
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katelynn Makenzie Reese offer?
Katelynn Makenzie Reese specializes in Investment Management. Contact their office in BEAUMONT, Texas for a consultation.
What are Katelynn Makenzie Reese's credentials?
Katelynn Makenzie Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katelynn Makenzie Reese located?
Katelynn Makenzie Reese is based in BEAUMONT, Texas, working with RETIREMENT FINANCIAL GROUP, LLC. Their office serves clients in the BEAUMONT metropolitan area and surrounding communities.
How does Katelynn Makenzie Reese charge for services?
Katelynn Makenzie Reese's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT FINANCIAL GROUP, LLC?
RETIREMENT FINANCIAL GROUP, LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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