Advisor at T.H. Rapko & Company, LLC
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Firm
T.H. Rapko & Company, LLC
Location
Monterey, CA 93940
Credentials
Series 66
Industry experience
16 years
Thomas Rapko is the sole advisor at T.H. Rapko & Company, LLC in Monterey, California, with 16 years of industry experience. He holds the Series 66 designation and has led his independent firm since 2013. T.H. Rapko & Company provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on equities, bonds, and ETFs. The firm employs fundamental analysis with both long- and short-term trading and offers a covered-call/options overlay as part of its portfolio management.
All Assets Invested in Bonds+: 1.00% All Assets that Utilized Covered-Call Strategy+: 2.00%
215 West Franklin Street, Suite 311
Monterey, CA 93940
California · Massachusetts · Texas
T H RAPKO & Company
2013 - Present (13 years)
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