Richard BlosserCRD Number: 1676712
Current Firm: Axxcess Wealth Management, LLC
Richard Blosser (CRD# 1676712) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Pathfinder Wealth Advisors, LLC||Los Angeles, CA||Feb 2020 - Current||2|
|Axxcess Wealth Management, LLC||Los Angeles, CA||Oct 2019 - Current||3|
|Wedbush Securities Inc.||Los Angeles, CA||Oct 2020 - Jun 2021||< 1|
|Wells Fargo Advisors, LLC||Los Angeles, CA||Nov 2015 - Oct 2019||3|
|Ubs Financial Services Inc.||Los Angeles, CA||Nov 2008 - Nov 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
|S65||NASAA Investment Advisors Law Examination||May 1994|
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
Total Assets Under Management3,589MILLIONS
Total Number of Accounts8,549ACCOUNTS
Average Account Value$419,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WV
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