Richard Debono, financial advisor Roseville CA

Richard Debono

CRD Number: 2882335
Current Firm: Next Financial Group, Inc.

Richard Debono (CRD# 2882335) is an Investment Advisor Representative working at Next Financial Group, Inc. in Roseville, CA and has over 25 years of experience in the finance industry.

Similar Advisors
Jason Bell, financial advisor Roseville CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor Roseville CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor Roseville CA
Brian P. Abad
CRD# 2923073
Captrust
Company Name Location Dates Years
Stirlingshire Investments Nyc, NY Mar 2024 - Current < 1
Next Financial Group, Inc. Houston, TX Nov 2019 - Mar 2024 4
Ameritas Investment Corp Lincoln, NE Mar 2017 - Nov 2019 2
Ameritas Life Insurance Corp Lincoln, NE Mar 2017 - Nov 2019 2
David White & Associates Roseville, CA Mar 2017 - Nov 2019 2
Brown Robello Capital Management, LLC Sacramento, CA Jul 2004 - Mar 2017 12
Avisen Securities, Inc. Sacramento, CA Jun 2004 - Mar 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
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 S. Debono
Phone Number: 877-876-6398
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.