Rickie Ames, financial advisor Anaheim CA

Rickie Ames

CRD Number: 1437716
Current Firm: Ames Financial Services

Rickie Ames (CRD# 1437716) is an Investment Advisor Representative working at Ames Financial Services in Anaheim, CA and has 1 year of experience in the finance industry. Rickie Ames has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ames Financial Services Orange, CA Apr 1986 - Current 35

Rickie Ames has no recent exams reported.
Contact Info for Rickie C. Ames
Phone Number: 714-635-2500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $59,461
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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