Rey Whitehorn
Rey Whitehorn is a registered investment advisor at LPL Financial LLC, based in Miami Shores, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Miami Shores, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Rey owns rental real estate and operates under the DBA Atlantic Capital Advisors for his LPL business. Rey is also a mortgage loan originator, dedicating minimal time, and is involved with Atlantic Insurance Group selling non-variable insurance, also dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Essex National Securities, INC.Broker
Bny Investment Center INC.Broker
Citicorp Investment ServicesBroker
Essex National Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Fiserv Investor Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.