Roth Capital Partners, LLC

Roth Capital Partners, LLC (CRD# 15407) is a financial advisory firm headquartered in Newport Beach, CA. They manage $11,904,357 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,984,060
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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 Roth Capital Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Nazan Akdeniz
CRD#: 2522215
24 Corporate Plaza, Newport Beach, CA 92660
93
Wealthminder
score

Nazan Akdeniz (CRD# 2522215) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.

2
Donald V. Bordelon
CRD#: 1708647
888 San Clemente Drive, Newport Beach, CA 92660
93
Wealthminder
score

Donald Bordelon (CRD# 1708647) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

3
Jacob E. Frank
CRD#: 5477225
888 San Clemente, Suite 400, Newport Beach, CA 92660
93
Wealthminder
score

Jacob Frank (CRD# 5477225) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

4
Kristin D. Lamarche
CRD#: 2582393
888 San Clemente Drive, Newport Beach, CA 92660
93
Wealthminder
score

Kristin Lamarche (CRD# 2582393) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.

5
Kathy L. Leszinski
CRD#: 1145513
888 San Clemente Drive, Newport Beach, CA 92660
93
Wealthminder
score

Kathy Leszinski (CRD# 1145513) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

6
Joseph G. Reagor
CRD#: 5740129
888 San Clemente, Suite 400, Newport Beach, CA 92660
93
Wealthminder
score

Joseph Reagor (CRD# 5740129) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.

7
Dustin F. Cabrera
CRD#: 6058769
888 San Clemente, Suite 400, Newport Beach, CA 92660
90
Wealthminder
score

Dustin Cabrera (CRD# 6058769) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 4 years of experience in the finance industry.

8
John J. Weber
CRD#: 2074155
888 San Clemente Drive, Newport Beach, CA 92660
73
Wealthminder
score

John Weber (CRD# 2074155) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

9
Alexander G. Montano
CRD#: 1961932
888 San Clemente, Suite 400, Newport Beach, CA 92660
71
Wealthminder
score

Alexander Montano (CRD# 1961932) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.

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