About
Overview
REI Wealth Management LLC
14624 Chatsworth Manor Cir
Tampa, FL 33626-3304
See Hours
| Monday | 9:00 AM - 7:00 PM |
|---|---|
| Tuesday | 9:00 AM - 7:00 PM |
| Wednesday | 9:00 AM - 7:00 PM |
| Thursday | 9:00 AM - 7:00 PM |
| Friday | 9:00 AM - 7:00 PM |
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 4/8/2021
Years in Business: 11
Products and Services
Photos and Videos
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 4/24/2018
- Business Started:
- 6/5/2014
- Business Incorporated:
- 6/5/2014
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Raymond Ifert, Managing Member
Additional Contact Information
- Principal Contacts
- Mr. Raymond Ifert, Managing Member
- Customer Contacts
- Mr. Raymond Ifert, Managing Member
- Ms. Lorraine Faedo, Vice President
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Securities and Exchange Commission
Securities and Exchange Commission
450 5th Street, NW
Washington DC 20549
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of W338443 for this business, issued by Department of Financial Services
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
Additional Information
- Payment methods
- Check
- Wire Transfer
- ACH
- Zelle
ACH, Check, Wire Transfer, Zelle- Refund and Exchange Policy
- Investment management fees are charged quarterly in advance in a full transparent method. Account is charged and invoice provided via email the same day. No refunds and no exchanges available.
- Business Categories
- Financial Planning Consultants, Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Annuities, Fiduciary, Employee Benefit Plans, Employee Benefit Consultants, Wealth Management, Fee Only Financial Advisor
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