Featured Business Financial Advisor in Glendale, CA
Glendale Financial Advisors
RTA & Associates Financial Services, Inc
701 N. Brand Blvd.
Glendale, CA 91203
Phone Number
Advisor Profile
Samuel Adams
Name:  Samuel Adams
Website:  Visit Website
Disclaimer
RTA & Associates Financial & Insurance Services Inc. and Kinetic Investment Management Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under RTA & Associates Financial & Insurance Services Inc. Investment advisory services are offered through Kinetic Investment Management Inc. a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via email or voice message system. Likewise, insurance coverage cannot be bound, altered or cancelled via email or voice message system.

About RTA & Associates Financial Services, Inc

We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies. With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues. With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience.

Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world. Through these connections we can offer consumers a myriad of options when it comes to their financial lives. With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be.
 

General Information

States Willing to do Business in:    Burbank,Calabasas,Canoga Park,Granada Hills,La Canada Flintridge,La Crescenta,Malibu,North Hills,Northridge,Pasadena,Porter Ranch,San Fernando,Santa Clarita,Sherman Oaks,Stevenson Ranch,Studio City,Sun Valley,Tarzana,Valencia,Valley Village,Van Nuys,West Covina,West Hills,Woodland Hills
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    0124469
Number of Years with Current Firm:    11
Firm CRD#:    6057464
CRD#:    6057464
Years of Experience in Financial Services:    11
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Life Insurance
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Annuity
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Managed Clients:    508
Advisor's Number of Managed Clients:    508
Firm's Number of Clients:    508
Advisor's Number of Clients:    508
Assets Managed by Advisor:    $500M
Assets Managed by Firm:    $500M
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000