Ian Reitman
Ian Reitman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayne, PA, with 11 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
959 Eswesdesford Road, Suite 360, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian is an officer (Vice President) at Birch Run Financial LLC, a support company, since 2014. He dedicates minimal time to servicing existing clients and new client acquisition.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Live Your Vision, LLC
State Registrations13 states
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