Unclaimed Profile

Rodney William Hass

RF&L WEALTH MANAGEMENT, LLC·ACTON, Massachusetts

Series 65Clean record22 years registeredRF&L WEALTH MANAGEMENT, LLC

525 MASSACHUSETTS AVEUNE, ACTON, MA 01720CRD# 4754157Firm CRD# 140210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rodney William Hass · ACTON, MA

Registration

CRD #4754157 · RF&L WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

RF&L WEALTH MANAGEMENT, LLC

Jun 2006 – present

ROBERT, FINNEGAN & LYNAH, PC

Mar 2004 – Sep 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 3, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RF&L WEALTH MANAGEMENT, LLC

CRD 140210 · SEC 801-66710

AUM

$287M

Regulatory assets under management

Employees

405 client accounts

Services offered by RF&L WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RF&L WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Rodney William Hass offer?

Rodney William Hass specializes in Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.

What are Rodney William Hass's credentials?

Rodney William Hass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodney William Hass located?

Rodney William Hass is based in ACTON, Massachusetts, working with RF&L WEALTH MANAGEMENT, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.

How does Rodney William Hass charge for services?

Rodney William Hass's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RF&L WEALTH MANAGEMENT, LLC?

RF&L WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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