Robert Charles Mulcahy

Employer firm

Royal Oak Financial Advisors, LLC CRD 290152

$366M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 11/2017
  Capital Asset Advisory Services
  Haslett, MI
• 06/2015 → 11/2017
  Wfg Investments, Inc
  Royal Oak, MI
• 06/2009 → 11/2017
  Mulcahy Financial
  Royal Oak, MI
• 01/2013 → 02/2017
  Liberty Tax
  Royal Oak, MI
• 11/2017 → 11/2018
  Regulus Advisors
  Kentwood, MI
• 11/2017 → Present
  Royal Oak Financial Advisors, Llc
  Royal Oak, MI

Previous Registrations

• 2011-05-06 → 2017-11-20
  Cg Advisory Services
  Wyandotte, MI
  Williamston, MI
  Royal Oaks, MI
• 2011-09-15 → 2015-07-02
  Invest Financial Corporation
  Appleton, WI
  Wyandotte, MI
  Harper Woods, MI
  Clawson, MI

Other Businesses

1)INSURANCE AGENT / INVESTMENT RELATED/132121 WOODWARD AVE. BALMORAL OFFICE CENTRE PH 11 ROYAL OAK, MI 48073/INSURANCE SALES AND SERVICES .5 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-05
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Other Names

• Rob Mulcahy