Richard Adona
Richard Adona is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1011 Sunset Blvd., Suite 210, Rocklin, CA, 95765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard works as an operations manager for Addison Avenue Investment Services, providing operational support to field staff, and as an operations manager for First Tech Federal Credit Union. Both activities take about half of Richard's time each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations5 states
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