Rey Whitehorn
Rey Whitehorn is a registered investment advisor at LPL Financial LLC, based in Miami Shores, FL, with 27 years of industry experience. Rey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.