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Michael Lahoda

38 Years of Experience
Prospect Park, PA
1 DisclosureBrokerSells Insurance

Michael Lahoda is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Prospect Park, PA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Prospect Park, PA

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History

Regulatory History (1)
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Criminal
May 1983
Final Disposition
Other Business ActivitiesSells Insurance

Michael is the owner of a support company, BMB Inc, and a broker for John Hancock Life selling life insurance policies, each requiring minimal time. He also serves on the supervisory committee for New Castle County School Employees Federal Teacher's Credit Union, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
April 2004 - Present · 22 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Raymond James Financial Services
April 2004 - January 2009 · 4 yrs 9 mos
Heather Agency, INC.
September 2003 - February 2004 · 5 mos
Heather Agency, INC.Broker
February 1991 - April 2004 · 13 yrs 2 mos
Irm Distributors, INC.Broker
March 1988 - January 1991 · 2 yrs 10 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Lahoda - Financial Advisor | TrueAdvisor