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Radene Lara Gordonbeck

Kingsview Wealth Management, LLC

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About Radene Lara Gordonbeck

Radene Lara Gordonbeck is an investment advisor representative at Kingsview Wealth Management, LLC. Radene Gordonbeck has over 20 years of experience in the financial services industry. Radene Gordonbeck has worked for several firms, including Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Radene Gordonbeck is registered with the state of Pennsylvania. Radene Gordonbeck specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Radene Gordonbeck is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Radene Gordonbeck’s Registration & Firm History

PA

03/04/2021 - Present

Kingsview Wealth Management, LLC (Wyomissing PA)

PA

07/01/2003 - 03/15/2021

WELLS FARGO CLEARING SERVICES, LLC (WYOMISSING PA)

NY

08/11/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/15/1996 - 08/16/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 05/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Radene Lara Gordonbeck.
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