Roxanne Desouza (CRD# 7690573) is an Investment Advisor Representative working at Seawise Financial, Inc. in Cardiff By The Sea, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Satori Wealth Management | San Diego, CA | Jul 2023 - Current | < 1 |
| Tricity Medical Center | Oceanside, CA | Mar 2023 - Current | 1 |
| Seawise Financial, Inc. | Cardiff, CA | Dec 2021 - Current | 2 |
| Ed Theory | Pleasanton, CA | Aug 2021 - Sep 2021 | < 1 |
| Unemployed | Oceanside, CA | May 2021 - Jul 2021 | < 1 |
| Desert Regional Medical Center | Palm Springs, CA | Oct 2018 - Apr 2021 | 2 |
| Jagged Rock Rehab Travelers | Yuma, AZ | Jan 2018 - Nov 2019 | 1 |
| Yuma Rehabilitation Hospital | Yuma, AZ | Sep 2015 - Jul 2018 | 2 |
| University Of Southern California | Los Angeles, CA | May 2013 - Aug 2015 | 2 |
| Congruent Risk And Insurance Services | San Diego, CA | Jan 2013 - Mar 2015 | 2 |
| Usc - Rossier School Of Education | Los Angeles, CA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
- TX
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$214,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.