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Richard Magdaleno

Latitude Advisors, LLC

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About Richard Magdaleno

Richard Magdaleno is a financial advisor with Latitude Advisors, LLC. Richard has been in the industry since 2003 and holds a Series 63, Series 65, Series 7, and Series 24 licenses. Richard is also a Certified Financial Planner and Chartered Financial Consultant. Richard works with high net worth individuals, corporations, and pension and profit sharing plans. Richard is passionate about helping clients reach their financial goals.

Firm Information

Richard Magdaleno is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Third party referral fees

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Richard Magdaleno’s Registration & Firm History

CA

01/26/2010 - Present

Latitude Advisors, LLC (CERRITOS CA)

CA

07/16/2007 - 11/11/2009

LPL FINANCIAL CORPORATION (NEWPORT BEACH CA)

CA

03/20/2003 - 07/11/2007

AXA ADVISORS, LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 05/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Magdaleno.
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