Ricardo Lima (CRD# 2507353) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 24 years of experience in the finance industry.
CRD# 6525251
Truist Advisory Services, Inc.
CRD# 4508553
Raymond James & Associates, Inc.
CRD# 5161601
Amuni Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2023 - Current | 1 |
| Concurrent Investment Advisors Dba Wealth Partners Alliance | Dallas, TX | May 2019 - Current | 5 |
| Lcj Ventures LLC | Dallas, TX | May 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
| Ubs Financial Services Inc. | Plano, TX | Dec 2011 - Feb 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- TX
-
Total Assets Under Management6,257MILLIONS
-
Total Number of Accounts18,097ACCOUNTS
-
Average Account Value$345,746
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.