Ricky Mantei, financial advisor Lexington SC
83 score

Ricky Mantei

CRD Number: 1098981
Current Firm: Centaurus Financial, Inc.

Ricky Mantei (CRD# 1098981) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lexington, SC and has over 33 years of experience in the finance industry.

Similar Advisors
James Agostini, financial advisor Lexington SC
James S. Agostini
CRD# 2596320
Davinci Financial Designs
Score
96
Similar Advisors
David Allison, financial advisor Lexington SC
David L. Allison
CRD# 4442492
Allison Investment Management, LLC
Score
96
Similar Advisors
Blake Amick, financial advisor Lexington SC
Blake D. Amick
CRD# 1402104
Cetera Advisor Networks LLC
Score
96
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA May 2015 - Current 1
J.p. Turner & Company, LLC Lexington, SC Mar 2010 - May 2015 5
Gunnallen Financial Lexington, SC Mar 2008 - Mar 2010 2
First Allied San Diego, CA Oct 2000 - Mar 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
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
Get Details on the FINRA Advisor Check site
Contact Info for Ricky A. Mantei
Phone Number: 714-456-1790
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ricky Mantei and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.