Richard Adona, financial advisor Rocklin CA

Richard Adona

CRD Number: 5569353
Current Firm: Raymond James Financial Services Advisors, Inc.

Richard Adona (CRD# 5569353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
First Tech Federal Credit Union Rocklin, CA Nov 2018 - Current 5
Raymond James Financial Services, Inc. Rocklin, CA Nov 2018 - Current 5
Raymond James Financial Services Advisors, Inc. Rocklin, CA Nov 2018 - Current 5
Addison Avenue Investment Services Rocklin, CA Nov 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Inc. Folsom, CA Jan 2013 - Oct 2018 5
Bank Of America, N.a. Folsom, CA Jan 2013 - Oct 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Richard D. Adona
Phone Number: 727-567-3020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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