James Rickard (CRD# 3031126) is an Investment Advisor Representative working at Fundamental Investment Alliance Group, Inc. in Oldsmar, FL and has over 26 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fundamental Investment Alliance Group, Inc. | Tampa, FL | Jan 2004 - Current | 20 |
| Rickard & Assoc. Pa | Tampa, FL | Nov 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- FL
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$665,548
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, TX
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