Richard Ramirez (CRD# 5074328) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 18 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Middleburg, VA | Oct 2014 - Current | 9 |
| Akre Capital Management | Middleburg, VA | Mar 2012 - Current | 12 |
| Quasar Distributors, LLC | Milwaukee, WI | Jul 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DC
- FL
- MD
- VA
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Total Assets Under Management14,784MILLIONS
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Total Number of Accounts268ACCOUNTS
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Average Account Value$55,165,464
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, GA, MA, MD, ME, MO, NY, PA, TX, VA, WV
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