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Richard Rosa
from Verdence Capital Advisors, LLC
Richard Rosa is a financial advisor based in Maryland, Hunt Valley,
with 31 years of experience. Richard currently works for
Verdence Capital Advisors, LLC.
Richard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Rosa works at Verdence Capital Advisors, LLC
Verdence Capital Advisors, LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $2,735,788,731 of assets under management and employs about 40 people. Verdence Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
50 Schilling Road, Suite 300, Hunt Valley, Maryland, 21031
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