Ricky WhitleyCRD Number: 5912567
Current Firm: First Citizens Investor Services, Inc.
Ricky Whitley (CRD# 5912567) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has 1 year of experience in the finance industry. Ricky Whitley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|First Citizens Investor Services||Raleigh, NC||Apr 2011 - Current||5|
|First Citizens Bank||Raleigh, NC||Apr 2011 - Current||5|
|U.s. Trust, Bank Of America||Dallas, TX||Jun 2008 - Mar 2011||2|
|Campbell University||Buies Creek, NC||Aug 2007 - Jun 2008||< 1|
|Bank Of America||Dallas, TX||May 2007 - Aug 2007||< 1|
|Campbell University||Buies Creek, NC||Aug 2006 - May 2007||< 1|
|Bank Of America||Dallas, TX||May 2006 - Aug 2006||< 1|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV