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Richard Allen Roush

Wellth Advisory Services, LLC

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About Richard Allen Roush

Richard Roush is an investment advisor representative at Wellth Advisory Services, LLC. Richard has been in the industry for over 30 years. Richard has experience in the areas of portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Richard has a Series 7, Series 3, and Series 63 license. Richard is licensed to sell variable life, whole life, annuities, and disability insurance.

Firm Information

Richard Roush is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Richard Roush’s Registration & Firm History

CA

01/01/2025 - Present

Wellth Advisory Services, LLC (Fresno CA)

CA

02/14/2002 - 04/23/2010

WELLS FARGO INVESTMENTS, LLC (FRESNO CA)

NY

06/17/1992 - 02/15/2002

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

NY

07/09/1985 - 06/17/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

03/22/1983 - 08/09/1985

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 06/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1984

Series 3 - National Commodity Futures Examination

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Allen Roush.
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