Richard Gopin, financial advisor San Diego CA

Richard Gopin

CRD Number: 2027499
Current Firm: Madison Avenue Securities, LLC

Richard Gopin (CRD# 2027499) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 33 years of experience in the finance industry. Richard Gopin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Madison Avenue Securities, Inc. Oak Ridge, NJ Mar 2009 - Current 15
Madison Avenue Securities, Inc. Oak Ridge, NJ Dec 2005 - Current 18
Concordia Financial Group, Inc. Oak Ridge, NJ Oct 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard J. Gopin
Phone Number: 888-627-7323
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,824
    MILLIONS
  • Total Number of Accounts
    13,989
    ACCOUNTS
  • Average Account Value
    $130,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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