Advisor at RB Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RB Capital Management, LLC
Location
Windsor, CA 95452
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
16 years
Based on RB Capital Management, LLC
9240 Old Redwood Hwy., Suite 248
Windsor, CA 95452
California
RB Capital Management, LLC
2022 - Present (4 years)
Buckingham Strategic Wealth, LLC
2013 - 2022 (9 years)
Due Ruscelli Winery
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santa Rosa, CA
Trusted Path Wealth Management, LLC
CFP®, Series 63
Healdsburg, CA
Gemmer, Robert Arden
Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Series 65
Santa Rosa, CA
Janian Investment Advisers, LLC
Series 63, Series 65
Santa Rosa, CA
Berson Money Management
CFP®, Series 65
Healdsburg, CA
Index Financial Advisors LLC
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