Audrey RalickiCRD Number: 5324890
Current Firm: Ruggie Wealth Management
Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Rwm Asset Management||Tavares, FL||Jan 2017 - Current||1|
|Ruggie Wealth Management||Tavares, FL||Aug 2011 - Current||6|
|Purshe Kaplan Sterling Investments||Albany, NY||Dec 2011 - Oct 2016||4|
|Dna Tax & Financial||Jacksonville, FL||Oct 2006 - Aug 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management492MILLIONS
Total Number of Accounts1,837ACCOUNTS
Average Account Value$267,886
- 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)
- Publication of periodicals or newsletters
CA, FL, GA, LA, NC, SC, TX