Perfil
Mr. Douglas F.
Reilly is a Co-Founder & President at Reilly Financial Advisors LLC.
He oversees all aspects for the firm, including day-to-day operations, strategic alliances, joint ventures and compliance, as well as developing new services.
He is co-chair of the firm’s Investment Committee and represents Reilly Financial Advisors internationally.
Prior to cofounding Reilly Financial Advisors, Mr. Reilly worked in multiple roles at LPL Financial, a leading technology, brokerage and investment advisory platform for financial advisors.
In this role, he researched and negotiated several international alliance contracts with multiple countries including Brazil, Bahrain and Canada.
He was also an integral member of the team that began Global Portfolio Advisors, an international institutional money management firm that still exists today, researching and meeting with local financial regulators and major foreign investment firms around the world and conducting business in India, Singapore, Indonesia, Lebanon, Bahrain and Taiwan.
He worked closely with the Royal Bank of Canada to draft an offshore trust offering for LPL representatives, and was responsible for compliance with IRS laws regarding Non Resident and Passive Foreign Investment Company taxes for the offshore trust.
Mr. Reilly holds a Bachelor of Science and a Master’s Degree in International Business from the United States International University and has earned the FINRA Series 4, 7, 24, 63 and 65 licenses.
Antiguos cargos conocidos de Frank Reilly.
Empresas | Cargo | Fin |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Fundador | 01/01/2022 |
Formación de Frank Reilly.
Alliant International University | Graduate Degree |
University of San Diego | Masters Business Admin |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
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