Richard Blosser, financial advisor Los Angeles CA

Richard Blosser

CRD 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.

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Wealth Management Partners Of Los Angeles
Company Name Location Dates Years
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
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 M. Blosser
Phone Number: (858) 217-5347
Registered State(s):
  • CA
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    3,589
    MILLIONS
  • Total Number of Accounts
    8,549
    ACCOUNTS
  • Average Account Value
    $419,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
Types of Clients
Registered States

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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