Roberto Lasa, financial advisor Palmetto Bay FL

Roberto Lasa

CRD Number: 5710875
Current Firm: Alhambra Investment Management LLC

Roberto Lasa (CRD# 5710875) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Palmetto Bay, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lasa Links Insurance, Inc. Coral Gables, FL Nov 2015 - Current 8
Alhambra Investment Management LLC Palmetto Bay, FL Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Roberto C. Lasa
Phone Number: 305-233-3772
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $493,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, GA, NC, NH, NY, OR, PA, SC, TN, TX, VA, WA

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