Richard Roush, financial advisor Fresno CA

Richard Roush

Roush Investment Group

CRD Number: 1103950
Current Firm: Roush Investment Group
Compensation Model: Fee Only

Richard Roush (CRD# 1103950) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has over 33 years experience in the finance industry and wealth management. Richard is an expert in 401k plan design and investment management.

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Professional Designations
Company Name Location Dates Years
Roush Investments, LLC Fresno, CA Apr 2010 - Current 10
Wells Fargo Investments, LLC Fresno, CA Feb 2002 - Apr 2010 8
Merrill Lynch Fresno, CA May 1992 - Feb 2002 9
Prudential Bache Fresno, CA May 1985 - May 1992 6
E.F. Hutton Fresno, CA Oct 1982 - May 1985 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1985
S63 Uniform Securities State Law Examination Jun 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard A. Roush
Phone Number: 559-579-1490
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $737,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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