Robert Ricaud, financial advisor Clermont FL
93 score

Robert Ricaud

CRD Number: 1427754
Current Firm: H.d. Vest Advisory Services, Inc.

Robert Ricaud (CRD# 1427754) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Clermont, FL and has over 6 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Clermont FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Alexander Hernandez, financial advisor Clermont FL
Alexander C. Hernandez
CRD# 2967802
Suntrust Investment Services, Inc.
Score
98
Similar Advisors
Jack Kennedy, financial advisor Clermont FL
Jack A. Kennedy
CRD# 4741897
Jb Meridian Advisors, LLC
Score
98
Company Name Location Dates Years
Disney World Resorts Lake Buena Vista, FL Aug 2013 - Current 3
H.d.vest Investment Services Clermont, FL Nov 2012 - Current 4
H.d. Vest Advisory Services Clermont, FL Nov 2012 - Current 4
H.d. Vest Insurance Agency, Inc. Clermont, FL Nov 2012 - Current 4
Ricaud Financial, Inc. Clermont, FL Aug 1989 - Jul 2013 23
Edward Jones St Louis, MO Jul 2010 - Dec 2012 2
Millennium 3,inc. Clermont, FL Feb 2008 - Jul 2010 2
First Integrity Bank Naples, FL Dec 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Robert E. Ricaud
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.