image of David Rogers

David Rogers

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

518-432-5083
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Nikki Haskins, CPFA®

Financial Advisor

518-432-5087

Terri Beaudoin

Registered Client Associate

518-432-5176

A unique market position

One of the things that's unique about RBC Wealth Management is its market position. RBC Wealth Management is large enough to offer a broad suite of best-in-class products and services and, at the same time, has the flexibility and entrepreneurial atmosphere that the larger firms simply can't provide to their sales force. This aspect has been especially important to The LOSAP Group in working with the nuances of Service Award Programs.

The LOSAP Group of RBC Wealth Management offers investment advisory and discretionary fee-based portfolio management services to risk averse clients seeking total return in meeting earnings targets. We seek above-average income in generating returns. We offer experience, education and training in fiduciary issues. Dave Rogers is a Financial Advisor with The LOSAP Group of RBC Wealth Management based in Albany, NY, and has 30 years of investment experience managing LOSAP assets. The LOSAP Group currently manages about 200 LOSAP accounts with about $210 million in LOSAP client assets.