Ricardo Benitez, financial advisor Pleasanton CA
88 score

Ricardo Benitez

CRD Number: 6367715
Current Firm: Opes Advisors, Inc.

Ricardo Benitez (CRD# 6367715) is an Investment Advisor Representative working at Opes Advisors, Inc. in Pleasanton, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Opes Advisors Pleasanton, CA Mar 2010 - Current 6
Pinnacle Equity Partners Livermore, CA May 2008 - Current 8
Rpm Mortgage Livermore, CA Apr 2006 - Feb 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Ricardo P. Benitez
Phone Number: 408-831-5804
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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