Lisa Roth

President Monahan & Roth, LLC

Role: Registered Principal at Rf Lafferty & Co., Inc
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Registered Principal
Rf Lafferty & Co., Inc
Jan 2023 — Present
Full Service BD and IA

Contact information

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Work email (2)
l••••@rflafferty.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••99

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Current company

Rf Lafferty & Co., Inc

Investment Management · 69 employees · Founded 1946 · New York, New York, United States

It’s not an accident that R.F. Lafferty’s clients enjoy a standard of personalized service that is unique in the industry. When Ralph F. Lafferty founded the company in 1946, he was committed to the idea that each and every client was the company’s most valued asset. The Hackel family has been leading the firm since 1970 and remains true to the original vision. Clients can expect an exceptional level of experience, continuity in service and true dedication from the people they work with at R.F. Lafferty. Today R.F. Lafferty offers a full suite of services including retail brokerage, an SEC registered investment advisory platform, institutional sales and trading, market-making, independent research and a robust investment banking platform.

rflafferty.com

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Experience

Registered Principal

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