Richard
Rodgers
Kingswood Wealth Advisors, LLC
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About this Advisor
Richard Rodgers is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Richard has previously held positions 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, Kingswood Wealth Advisors, LLC, and Kingswood Capital Partners, LLC. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Colorado, Florida, Minnesota, and Texas. Currently, Richard is part of Kingswood Wealth Advisors, LLC, which operates out of San Diego, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Dannah Investment Grp, LLC Dba Dannah Insurance Solutions, LLC
Benchmark Investments, 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
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
American Fork, UT
San Diego, CA
San Diego, CA
San Diego, CA
Manhattan Beach, CA
Henderson, NV
Fullerton, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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