Rudolph Mahara Ii, Cfp MbaCRD Number: 5422128
Current Firm: Lpl Financial LLC
Rudolph Mahara Ii, Cfp Mba (CRD# 5422128) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Wayne, IN and has over 8 years of experience in the finance industry. Rudolph Mahara Ii, Cfp Mba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|The Mahara Group||Fort Wayne, IN||Sep 2015 - Current||2|
|Lpl Financial, LLC||Fort Wayne, IN||Jan 2008 - Current||10|
|Mahara Photography||Fort Wayne, IN||Aug 2007 - Jan 2008||< 1|
|Indiana Army National Guard||Indianapolis, IN||Sep 2001 - Sep 2007||6|
|Action Sports Photography||Elkhart, IN||May 2006 - Aug 2007||1|
|New Hope United Methodist Church||Elkhart, IN||Sep 2004 - May 2007||2|
|Sufficient Grounds Coffee House (bethel College)||Mishawaka, IN||Nov 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV