Red Seven

Red Seven (CRD# 168542) is a financial advisory firm headquartered in Escondido, CA. They manage $30,957,000 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $245,690
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Red Seven
Showing 1 - 4 of 4 top financial advisors.
1
Jerod C. Fenton
CRD#: 4758999
960 Canterbury Place, Suite 110, Escondido, CA 92025
101
Wealthminder
score

Jerod Fenton (CRD# 4758999) is an Investment Advisor Representative and co-founder of Red Seven Wealth Management in Escondido, CA. Jerod has over 11 years of experience in the finance industry working with individuals and businesses to plan and invest for the future.  Jerod Fenton 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
John E. Richardson
CRD#: 4372570
960 Canterbury Place, Suite 110, Escondido, CA 92025
96
Wealthminder
score

John Richardson (CRD# 4372570) is an Investment Advisor Representative working at Red Seven in Escondido, CA and has over 15 years of experience in the finance industry. John Richardson 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.

3
Burdett H. Streeter
CRD#: 866110
960 Canterbury Place, Suite 110, Escondido, CA 92025
93
Wealthminder
score

Burdett Streeter (CRD# 866110) is an Investment Advisor Representative working at Red Seven in Escondido, CA and has over 6 years of experience in the finance industry.

4
Jonathan Leicester
CRD#: 6379900
960 Canterbury Place, Suite 110, Escondido, CA 92025
87
Wealthminder
score

Jonathan Leicester (CRD# 6379900) is an Investment Advisor Representative working at Red Seven in Escondido, CA and has 1 year of experience in the finance industry.

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