RA Financial

RA Financial is a boutique, independent, financial services firm serving individual clients and their businesses across the United States, Puerto Rico and selected countries. We provide not only advice on individual investments, retirement and insurance but can also help you manage family trusts, business retirement plans (pensions and 401ks) and other business assets.

Our clients are the most important people to our company and the purpose of it. Our objective is to spend the time necessary to learn everything about our clients in order to offer relevant advice and provide them impeccable service.

As an independent firm, we provide individualized, custom services to our clients with an attempt to contain costs as much as possible. We do not “sell” financial products, but offer investments appropriate to your needs. Our clients are intelligent, successful people who are active participants in determining their financial needs, objectives and future. We are selective in choosing only those clients who appreciate the value of having a close, long-term relationship with their financial professional.

At RA Financial, we are in a distinct position to contribute to the financial success of our clients and our community – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the # 1 independent broker dealer in the country.* These advantages are passed on to our clients in the form of better and more personalized service. Our commitment to you:

  • Independent, objective guidance and advice.
  • Investment choice and flexibility.
  • Holistic financial planning and wealth management.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Securities and Compliance offered through LPL Financial LLC

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580 S Denton Tap Road, Suite 120, Coppell, TX 75019​





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