Jay RizkCRD Number: 5483228
Current Firm: Kestra Advisory Services, LLC
Jay Rizk (CRD# 5483228) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sacramento, CA and has over 8 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||2|
|Praxis Consulting||Sacramento, CA||Jan 2008 - Current||10|
|Nfp Securities Inc.||Sacramento, CA||Jan 2009 - Apr 2016||7|
|Home Depot||Sacramento, CA||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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