ML
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Michael Ellis Lasovage

38 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K
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Location

Hilton Head, SC

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is an attorney, successor trustee, tax preparer, and owner/lessor of rental property. These activities are primarily based in Hilton Head, SC and some are investment related.

Employment History
Current Registrations
Rda Financial Network
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
July 2016 - December 2017 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
October 2008 - July 2016 · 7 yrs 9 mos
Equitas America, LLC
August 2006 - October 2008 · 2 yrs 2 mos
Equitas America, LLCBroker
June 2001 - October 2008 · 7 yrs 4 mos
Fsc Securities CorporationBroker
August 1995 - June 2001 · 5 yrs 10 mos
Linsco/private Ledger CORP.Broker
July 1987 - September 1995 · 8 yrs 2 mos
State Registrations4 states
MIOHSCTX
Advisor
Exams
No exam information available for this advisor.
Michael Ellis Lasovage - Financial Advisor | TrueAdvisor