Richard Rimato, financial advisor Lake Jackson TX
93 score

Richard Rimato

CRD Number: 1199814
Current Firm: Principal Securities, Inc.

Richard Rimato (CRD# 1199814) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Jackson, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Rimato Insurance Lake Jackson, TX Aug 2015 - Current 1
Princor Financial Services Corporation Lake Jackson, TX Jun 1994 - Current 22
Bankers Life Company Des Moines, IA Sep 1980 - Current 36
Rimato & Associates Lake Jackson, TX Jan 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Richard N. Rimato
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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