Retirement Lifestyles Advisory Group

Retirement Lifestyles Advisory Group (CRD# 154642) is a financial advisory firm headquartered in Redding, CA. They manage $50,766,566 in 255 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2520 Goodwater Ave Suite B, Redding, CA 96002
https://www.rlaplan.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $199,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Retirement Lifestyles Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
Patrick McNally, financial advisor Redding CA
Patrick D. McNally
CRD#: 5167829
2520 Goodwater Ave Ste B, Redding, CA 96002

Patrick McNally (CRD# 5167829) is an Investment Advisor Representative working at Retirement Lifestyles Advisory Group in Redding, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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