Aubrey Ramey (CRD# 2654052) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 25 years of experience in the finance industry. Aubrey Ramey 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.
CRD# 2930449
Primerica Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarify Wealth Management | Cincinnati, OH | Oct 2014 - Current | 9 |
| Lpl Financial LLC | Cincinnati, OH | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- OH
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts1,552ACCOUNTS
-
Average Account Value$264,200
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, FL, GA, IN, KY, MI, NC, OH, TN, WA
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