Richard Diregolo, financial advisor San Mateo CA
93 score

Richard Diregolo

CRD Number: 5370997
Current Firm: Securian Financial Services, Inc.

Richard Diregolo (CRD# 5370997) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Mateo, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life Ins Co St Paul, MN Jul 2007 - Current 9
Sgc Financial & Insurance Svcs Rancho Cordova, CA Jul 2007 - Current 9
Securian Financial Services, Inc. St Paul, MN Jul 2007 - Current 9
Outback Steakhouse Gold River, CA Nov 2005 - Dec 2007 2
At Your Service Distribution Fair Oaks, CA Jun 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Richard A. Diregolo
Phone Number: 651-665-5609
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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