Ricardo BenitezCRD 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 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Opes Advisors||Pleasanton, CA||Mar 2010 - Current||8|
|Pinnacle Equity Partners||Livermore, CA||May 2008 - Current||9|
|Rpm Mortgage||Livermore, CA||Apr 2006 - Feb 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA