James Ripley (CRD# 1769858) is an Investment Advisor Representative working at Gregory Advisors Inc. in Fullerton, CA and has 1 year of experience in the finance industry. James Ripley 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gregory Advisors, Inc. | Huntington Beach, CA | Oct 2020 - Current | 3 |
| Richey Advisors, Inc. | Fullerton, CA | Oct 2015 - Current | 8 |
| Richey Advisors, Inc. | Fullerton, CA | Jul 2006 - Current | 17 |
| Richey Advisors, Inc. | Fullerton, CA | Jul 1992 - Oct 2015 | 23 |
- CA
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Total Assets Under Management40MILLIONS
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Total Number of Accounts169ACCOUNTS
-
Average Account Value$239,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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