Red Seven

Red Seven (CRD# 168542) is a financial advisory firm headquartered in Escondido, CA. They manage $71,224,000 in 638 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $111,636
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Red Seven
Showing 1 - 2 of 2 top financial advisors.
1
Jerod C. Fenton
CRD#: 4758999
960 Canterbury Place, Suite 210, Escondido, CA 92025

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 210, Escondido, CA 92025

John Richardson (CRD# 4372570) is an Investment Advisor Representative working at Red Seven in Escondido, CA and has over 22 years of experience in the finance industry.

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