Richard Ferri (CRD# 1930456) is an Investment Advisor Representative working at Ferri Investment Solutions in Georgetown, TX and has over 35 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ferri Investment Solutions | Georgetown, TX | Apr 2019 - Current | 5 |
| Rick Ferri, LLC | Georgetown, TX | Nov 2017 - Mar 2019 | 1 |
| Portfolio Solutions, LLC | Medina, TX | Sep 2015 - Oct 2017 | 2 |
| Portfolio Solutions, LLC | Troy, MI | Feb 2015 - Sep 2015 | < 1 |
| Portfolio Solutions, LLC | Troy, MI | Mar 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Other
TX
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