Jay Rizk, financial advisor Sacramento CA
81 score

Jay Rizk

CRD Number: 5483228
Current Firm: Nfp Advisor Services, LLC

Jay Rizk (CRD# 5483228) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Sacramento, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Praxis Consulting Sacramento, CA Jan 2008 - Current 8
Nfp Securities Inc. Sacramento, CA Jan 2009 - Apr 2016 7
Home Depot Sacramento, CA Aug 2007 - May 2008 < 1
Unemployed Antelope, CA Feb 2007 - Jul 2007 < 1
Guaranty Bank Sacramento, CA Feb 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jay F. Rizk
Phone Number: 512-697-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
81

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