Holly
Begley
R. F. Lafferty & Co., Inc
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About this Advisor
Holly Begley is a financial advisor who works in New York, New York who has 6 years of relevant experience. Begley is an advisor for R. F. Lafferty & Co., Inc. They have been an employee of R. F. Lafferty & Co., Inc for their total career. Begley has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in New Jersey. R. F. Lafferty & Co., Inc is an advisory company based out of New York, NY. The investment advisory business has offices in two locations and a total of 16 people on staff. It manages $34 million in assets across its 104 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 104 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in investable assets. R. F. Lafferty & Co., Inc provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fee types charged by R. F. Lafferty & Co., Inc likely include any combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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R. F. Lafferty & Co., Inc Brokerage Details
$34,144,753
16
104
$328,315
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Holly Begley Work History
Holly has been registered as a financial advisor for 6 years.*
Rf Lafferty &Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Holly Begley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at R. F. Lafferty & Co., Inc
Wayne, PA
Irvington, NY
Wayne, PA
Oldsmar, FL
New York, NY
Weston, CT
Wayne, PA
New York, NY
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