Timothy Reik
Timothy Reik is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Mary, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1540 International Parkway, Suite 2000, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an agent for a non-variable insurance company since 2008, but spends minimal time on it. He also receives residual compensation as a broker/agent for Banner Life and is the owner of Reik Wealth Management, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Advisors
Proequities, INC.Broker
Kovack Securities INC.Broker
PFS Investments INC.Broker
State Registrations18 states
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