Ricky Molina (CRD# 6392573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lafayette, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Spokane, WA | Dec 2022 - Current | 1 |
| Pam Health | Westminster, CO | Jun 2022 - Nov 2022 | < 1 |
| Unemployed | Roswell, NM | May 2022 - Jun 2022 | < 1 |
| Encompass Health | Savannah, GA | Sep 2019 - May 2022 | 2 |
| Ernest Health | Flagstaff, AZ | Jun 2015 - Jun 2019 | 4 |
| Schwab | El Paso, TX | Sep 2014 - Mar 2015 | < 1 |
| Rlg International | El Paso, TX | Aug 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CO
- TX
- WA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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