Richard L. Kesner
Professional summary
Richard Louis Kesner is a registered financial advisor currently at THE COMMONWEALTH GROUP LLC located in Port St. Lucie, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 4 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Louis Kesner's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2023 - Present
THE COMMONWEALTH GROUP LLC
January 15, 2020 - January 3, 2023
STOEVER GLASS WEALTH MANAGEMENT, INC.
April 24, 2015 - July 8, 2019
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
October 18, 2002 - December 31, 2002
THE COMMONWEALTH GROUP
September 21, 1992 - December 19, 2014
THE COMMONWEALTH GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2023)
Exams
Series 2
Date: 7/28/1989
Non-Member General Securities ExaminationCurrent Firm
THE COMMONWEALTH GROUP LLC
CRD#: 326793 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 8,580,906 |
Red Flags
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