Rely Hechter
Rely Hechter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plantation, FL, with 21 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
1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324
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Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Rely operates Legacy Wealth Management as a DBA for their LPL business and through LWM Advisory Services LLC as a registered investment advisor. Rely also owns Legacy Wealth Management, Inc. and RH Wealth Planning Services for tax/investment purposes, and sells non-variable insurance products including life, health, disability, long-term care, and fixed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Lwm Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.