Luis Ricardo, financial advisor Houston TX
63 score

Luis Ricardo

CRD Number: 1831268
Current Firm: Allstate Financial Advisors, LLC

Luis Ricardo (CRD# 1831268) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Houston, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Houston, TX Mar 2017 - Current 1
Luis A. Ricardo Health Insurance Houston, TX Oct 2012 - Mar 2017 4
Transamerica Financial Advisors, Inc. Houston, TX Jan 2012 - Mar 2017 5
World Financial Group Houston, TX Feb 2010 - Mar 2017 7
Luis Ricardo Rental Property Houston, TX Feb 2013 - Jun 2015 2
Colonial Life And Accident Columbia, SC Oct 2003 - Oct 2012 9
Blue Cross And Blue Shield Houston, TX Mar 2002 - Oct 2012 10
United Health Care Of Tx Houston, TX Sep 2001 - Oct 2012 11
Humana Middleton, WI Jun 2001 - Oct 2012 11
Aetna Arlington, TN Jun 2001 - Oct 2012 11
Investment Advisors International Houston, TX Apr 2011 - Jan 2012 < 1
World Group Securities Houston, TX Mar 2010 - Jan 2012 1
Fidelity Security Life Insurance Co Plano, TX Jun 2010 - Mar 2011 < 1
First Continental Life And Accisent Subarland, TX Aug 2008 - Mar 2011 2
Genworth Life And Annuity Insurance Company Houston, TX Jan 2007 - Mar 2011 4
Prism Financial Group Inc. Houston, TX Oct 2006 - Mar 2011 4
Principal Life Insurance Co Houston, TX Feb 2005 - Mar 2011 6
Standard Insurance Co Houston, TX Jul 2003 - Mar 2011 7
Metlife Houston, TX Jul 2002 - Mar 2011 8
American General Insuurance Co Houston, TX May 2002 - Mar 2011 8
Unicare Houston, TX Sep 2001 - Mar 2011 9
Aflac Columbus, OH Jul 2001 - Mar 2011 9
The Guardian Life Insurance Co Houston, TX Jun 2001 - Mar 2011 9
Princor Financial Services Corp Houston, TX Feb 2005 - Oct 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Feb 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Luis A. Ricardo
Phone Number: 847-402-5296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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, 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, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Luis Ricardo and other advisors.
BADGES
63

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