Richard Wedge is a registered investment advisor, based in Santa Barbara, CA, with 35 years of industry experience.
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
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Regulatory History (1)
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Criminal
June 1990Final Disposition
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Capfinancial Securities, LLC.Broker
August 2015 - September 2017 · 2 yrs 1 mo
LPL Financial LLC
November 2010 - August 2015 · 4 yrs 9 mos
LPL Financial LLCBroker
November 2010 - August 2015 · 4 yrs 9 mos
Independent Financial Partners
November 2010 - August 2015 · 4 yrs 9 mos
Nrp Financial, INC.Broker
March 2008 - November 2010 · 2 yrs 8 mos
Nrp Advisors, INC.
March 2008 - November 2010 · 2 yrs 8 mos
Cantella & CO., INC.
May 2006 - March 2008 · 1 yr 10 mos
Cantella & CO., INC.Broker
May 2006 - March 2008 · 1 yr 10 mos
Financial Telesis, INC.
December 2005 - May 2006 · 5 mos
Financial Telesis INCBroker
February 2005 - May 2006 · 1 yr 3 mos
Princor Financial Services CorporationBroker
November 1990 - February 2005 · 14 yrs 3 mos
State Registrations4 states
CAMAMOSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.