Robert Trudo
Robert Trudo is a registered investment advisor at VALIC Financial Advisors, INC., based in Lawrence, MA, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
Lawrence General Hospital - 1 General Street, HR Campus Office, Lawrence, MA, 01841
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Robert owns The Lake Mush LLC, which is currently inactive, and dedicates minimal time to it. He is also an agent for AGIA, selling non-securities insurance products for a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.