Ricky Perez (CRD# 7845533) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Falcon Wealth Planning, Inc. | Ontario, CA | Dec 2023 - Current | < 1 |
| Amazon.com, Inc. | San Bernardino, CA | Nov 2023 - Current | < 1 |
| Falcon Wealth Planning | Ontario, CA | Apr 2021 - Current | 3 |
| Clearpath Federal Credit Union | Moreno Valley, CA | Jan 2020 - Apr 2021 | 1 |
| Home Depot | Perris, CA | Sep 2019 - Dec 2019 | < 1 |
| Nelson Staffing | Riverside, CA | Jun 2019 - Aug 2019 | < 1 |
| Unemployed | Moreno Valley, CA | Feb 2019 - Jun 2019 | < 1 |
| National General Insurance | Ontario, CA | Dec 2018 - Feb 2019 | < 1 |
| Lineage Logistics | Riverside, CA | Aug 2018 - Nov 2018 | < 1 |
| Ucr Dining Services | Riverside, CA | Oct 2017 - Oct 2018 | 1 |
| Student | Riverside, CA | Jan 2017 - Aug 2018 | 1 |
| Amazon.com, Inc. | Moreno Valley, CA | Sep 2014 - Dec 2016 | 2 |
| Unemployed | Moreno Valley, CA | Dec 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
- TX
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Total Assets Under Management826MILLIONS
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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