Richard Rimato (CRD# 1199814) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Jackson, TX and has over 30 years of experience in the finance industry.
CRD# 1956648
Cuso Financial Services
CRD# 6940755
Edward Jones
CRD# 4761440
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lake Jackson, TX | Sep 2023 - Current | < 1 |
| Rimato Insurance | Lake Jackson, TX | Aug 2015 - Current | 8 |
| Bankers Life Company | Des Moines, IA | Sep 1980 - Current | 43 |
| Rimato & Associates | Lake Jackson, TX | Jan 1980 - Current | 44 |
| Sagepoint Financial, Inc. | Lake Jackson, TX | Jul 2017 - Sep 2023 | 6 |
| Princor Financial Services Corporation | Lake Jackson, TX | Jun 1994 - Jul 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- NC
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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, WY
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