Unclaimed Profile

Rachael Lee Reese

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Clean recordTOLLESON PRIVATE WEALTH MANAGEMENT, LP

1722 ROUTH STREET, DALLAS, TX 75201CRD# 6156927Firm CRD# 111838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rachael Lee Reese · DALLAS, TX

Registration

CRD #6156927 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rachael Lee Reese is a registered financial advisor based in DALLAS, Texas, affiliated with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT

AUM

$8.2B

Regulatory assets under management

Employees

116

Total firm employees

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6156927

Firm CRD# 111838

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rachael Lee Reese offer?

Rachael Lee Reese specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Rachael Lee Reese's credentials?

Rachael Lee Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachael Lee Reese located?

Rachael Lee Reese is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Rachael Lee Reese charge for services?

Rachael Lee Reese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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