Michael Ricci, financial advisor Kokomo IN
93 score

Michael Ricci

CRD Number: 1401991
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Ricci (CRD# 1401991) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kokomo, IN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Farmer's Bank & Trust Kokomo, IN Nov 2014 - Current 2
Raymond James Financial Services,inc Kokomo, IN Aug 2012 - Current 4
Raymond James Financial Services Advisors Inc. Kokomo, IN Aug 2012 - Current 4
Wells Fargo Advisors LLC Kokomo, IN May 2009 - Aug 2012 3
Wachovia Securities, LLC Kokomo, IN Jan 2008 - May 2009 1
A.g. Edwards Kokomo, IN Mar 1995 - Jan 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Contact Info for Michael V. Ricci
Phone Number: 727-567-5877
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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