TrueAdvisor
TrueAdvisor
RL
CFA
RL
CFA

Robert a Lasovage

Rda Financial Network
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Rda Financial Network
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

Location

648 Vinewood Ave, Birmingham, MI, 48009

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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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Employment History
Current Registrations
Rda Financial Network
February 2011 - Present · 15 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
July 2016 - December 2017 · 1 yr 5 mos
Rda Financial Network
January 2011 - February 2011 · 1 mo
Cambridge Investment Research, INC.Broker
April 2010 - July 2016 · 6 yrs 3 mos
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.