Rickey Mayo (CRD# 1235976) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Virginia Beach, VA and has over 40 years of experience in the finance industry. Rickey Mayo 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.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fulton Bank | Virginia, VA | Jan 2022 - Current | 2 |
| Fulton Financial Advisors | Virginia Beach, VA | Jan 2022 - Current | 2 |
| Wine Consultant/sommolier Services | Norfolk, VA | Aug 2017 - Current | 6 |
| Rick Mayo | Norfolk, VA | Aug 2017 - Current | 6 |
| Financial Consulting | Virginia Beach, VA | Feb 2009 - Current | 15 |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach, VA | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Virginia Beach, FL | Jan 1999 - Current | 25 |
| Zeiders Enterprises | Woodbridge, VA | Apr 2014 - Aug 2023 | 9 |
| Rpm Advisory Services At The Bay | Norfolk, VA | Jan 2019 - Apr 2023 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
- TX
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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