Radene Lara Gordonbeck

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lancaster, PA
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Lancaster, PA
• 03/2021 → Present
  Kingsview Partners
  Wyomissing, PA

Previous Registrations

• 2013-01-11 → 2021-03-15
  Wells Fargo Clearing Services, Llc
  Lancaster, PA
  Lancaster, PA
  Wyomissing, PA

Other Businesses

TRUSTEE FOR SON, INV RELATED, MOHNTON, PA, START: 10/2000, 1 HOUR PER MONTH/0 DURING TRADING. READING SYMPHONY, INV RELATED, READING, PA, FINANCE COMMITTEE MEMBER, START 5/30/2017, 2 HOURS PER MONTH, ZERO DURING TRADING JEWISH FEDERATION OF READING, INV RELATED, WYOMISSING, PA, TREASURER, START 9/1/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS P AND L STATEMENT SAND BALANCE SHEETS ON MANAGED ACCOUNTS AND REVIEW BUDGETS.; EXECUTRIX FOR FRIEND, INV RELATED, EPHRATA, PA, EXEUTRIX, START DATE: 3/1/19, 10 HRS/MONTH, 1 HR DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-11
• S63 Uniform Securities Agent State Law Examination
  1996-05-30

Other Names

• Raden L Gordonbeck