Richard Oelze (CRD# 1798703) is an Investment Advisor Representative working at Rro Capital, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rro Capital, LLC | Scottsdale, AZ | Mar 2019 - Current | 5 |
| Rro Capital, LLC | Scottsdale, AZ | Jan 2019 - Current | 5 |
| Bhf Rg Capital Inc. Dba Rg Capital | Scottsdale, AZ | Apr 2015 - Current | 9 |
| First Allied Securites, Inc. | San Diego, CA | Jun 2014 - Current | 9 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jun 2014 - Current | 9 |
| Rg Capital Investment Advisory Services, LLC | Scottsdale, AZ | Mar 2009 - Oct 2015 | 6 |
| Capital Investment Group, Inc. | Raleigh, NC | Nov 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
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- AZ
- TX
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Total Assets Under Management6MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$173,702
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, TX
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