Richard
Rodgers
Kingswood Wealth Advisors, LLC
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About this Advisor
Richard Rodgers is a financial advisor who works out of San Diego, California with a total of 1 year of relevant experience. Rodgers works at Kingswood Wealth Advisors, LLC. Rodgers has gained experience at Hemet Company, Gag Insurance Company, Gosch Insurance Company, Ameribuilder/Ameribuilder Mountain Properties, LLC, Dannah Investment Grp, LLC Dba Dannah Insurance Solutions, LLC, Gosch Auto Group/Gosch Towing, Centaurus Financial Inc, Forest Securities Inc, Avellino Financial Advisors Inc, Dst Wealth Management, LLC, Benchmark Investments, LLC and Kingswood Wealth Advisors, LLC. Rodgers has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Minnesota and Texas. Kingswood Wealth Advisors, LLC is an advisory firm that has its headquarters in San Diego, CA. The firm has offices in seven locations and a total of 82 advisors. It controls $969 million in total assets across its 2,720 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,720 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Kingswood Wealth Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Richard Rodgers Work History
Richard has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors, LLC
Benchmark Investments, LLC
Dannah Investment Grp, LLC Dba Dannah Insurance Solutions, LLC
Dst Wealth Management, LLC
Centaurus Financial Inc
Forest Securities Inc
Avellino Financial Advisors Inc
Hemet Company
Gag Insurance Company
Gosch Insurance Company
Ameribuilder/Ameribuilder Mountain Properties, LLC
Gosch Auto Group/Gosch Towing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Rodgers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
San Diego, CA
San Diego, CA
Miami, FL
Denver, CO
Miami, FL
Sugar Hill, NH
Freeport, IL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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