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Richard Allen Roush

Investment Adviser Representative at WELLTH ADVISORY SERVICES, LLC

Fresno, CACRD #1103950Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Allen Roush has worked in the securities industry since 2002. They have passed the Series 63, 7, and 3 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/24/1991
Series 3
National Commodity Futures Examination
Passed 2/1/1984
Series 7
General Securities Representative Examination
Passed 3/19/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1,000,000 or Under2.00%
$1,000,001 to $2,000,0001.50%
Over $2,000,0011.00%
Source

Wellth Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WELLTH ADVISORY SERVICES, LLCCurrent
6/28/2024 – Fresno, CA
ROUSH INVESTMENT GROUP
4/27/2010 – 12/31/2024Fresno, CA
GLOBAL RETIREMENT PARTNERS LLC
1/10/2024 – 7/5/2024Fresno, CA
WELLS FARGO INVESTMENTS, LLC
6/27/2002 – 4/23/2010Fresno, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Allen Roush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Richard Allen Roush - Financial Advisor in Fresno, CA | AdvisorFinder