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 22 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 30 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 9 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 22 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 19 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 7 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 5 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 25 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 26 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.