Rexford Schilgen is a CFP-designated registered investment advisor, based in Philadelphia, PA, with 10 years of industry experience. Rexford is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1818 Market St, Suite 3232, Philadelphia, PA, 19103
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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.
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Rexford operates Levy Wealth Management Group, LLC as a DBA for LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services, dedicating full-time hours to this activity, and is an investment analyst for Wealth Enhancement Group, spending minimal time on this role.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Levy Wealth Management Group
LPL Financial LLCBroker
Pershing LLCBroker
State Registrations2 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.
Exams
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