Richard Rodgers is a registered investment advisor, based in San Diego, CA, with 10 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the CEO of Dannah Investment Group LLC, providing financial consulting and insurance services, taking about half of his time. He is also involved with Estate Planning Team, VIP Auto Finance LLC, Streamline Finance LLC, Dannah Finance LLC, Smart Choice Insurance Agency LLC, Dannah Capital Partners LLC, and Estate Planning Team.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Previous Registrations
Benchmark Investments, LLCBroker
Dst Wealth Management LLC
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Forest Securities,inc.Broker
Avellino Financial Advisors, INC.
State Registrations21 states
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