Career history of Frank Reilly
Former positions of Frank Reilly
Companies | Position | Start | End |
---|---|---|---|
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. | Compliance Officer | 1998-12-31 | 2021-12-31 |
Founder | 1998-12-31 | 2021-12-31 | |
Investment Committee Member | 1998-12-31 | 2021-12-31 | |
Portfolio Manager-Equities | 1998-12-31 | 2021-12-31 | |
President | 1998-12-31 | 2021-12-31 |
Training of Frank Reilly
Alliant International University | Graduate Degree |
University of San Diego | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Graduate Degree | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Frank Reilly
- Experience