Advisor at RMC Financial Advisors, 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
RMC Financial Advisors, LLC
Location
Davis, CA 95618
Credentials
Series 63, Series 65
Industry experience
34 years
Rodney Nishikawa is a financial advisor with RMC Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His background includes roles at Cetera Advisors, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he serves as CEO of Nishikawa Farms, Inc., a family-owned business. RMC Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers customized financial planning and discretionary portfolio management, focusing on a conservative, low-turnover investment approach and maintaining a formal affiliation with a CPA practice and a licensed insurance professional.
Based on RMC Financial Advisors, LLC
Written financial planning fees range from $200 to $2,000 depending on complexity; half due in advance, remainder upon presentation.
Up to $125/hour (negotiable)
2744 Del Rio Place, Suite 100
Davis, CA 95618
California · Texas
RMC Financial Advisors
2023 - Present (3 years)
United Planners Financial Services
2023 - Present (3 years)
Cetera Advisors, LLC
2023 - 2023 (1 year)
Cetera
2020 - 2023 (3 years)
First Allied Advisory Services, INC.
2012 - 2020 (8 years)
First Allied Securities, Inc.
2000 - 2022 (22 years)
Nishikawa Farms, Inc
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 63, Series 65
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Series 63, Series 66
Sacramento, CA
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Series 66
Woodland, CA
Easan Katir Wealth Management
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