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RAFALKO ADVISORS, INC.
RAFALKO ADVISORS, INC.
GLEN ALLEN, Virginia
·
4 registered advisors
·
CRD# 146540
SEC# 801-70010
800-767-8772
01
Firm Overview
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at RAFALKO ADVISORS, INC.
4 registered advisors
Celia A Rafalko
GLEN ALLEN, Virginia
CRD# 3186106
John R. Sample
GLEN ALLEN, Virginia
CRD# 5964229
Kevin Anthony Oneil
GLEN ALLEN, Virginia
CRD# 1170126
Susan Horne Davis
GLEN ALLEN, Virginia
CRD# 2111641
05
Office Locations
GLEN ALLEN, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. RAFALKO ADVISORS, INC. (CRD# 146540) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.