Michael LahodaCRD Number: 1809556
Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Lahoda (CRD# 1809556) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, DE and has over 27 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Non-variable Insurance||Prospect Park, PA||Sep 2012 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Wilmington, DE||Jan 2009 - Current||9|
|State Of Delaware||Newark, DE||Jan 2005 - Current||13|
|Raymond James Financial Services, Inc.||Wilmington, DE||Apr 2004 - Current||14|
|University Of Delaware||Newark, DE||Sep 1997 - Current||20|
|University Of Delaware And Newark High School||Newark, DE||Apr 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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, WY