Ricky PlattCRD Number: 6280637
Current Firm: Insight Capital Research & Management Inc.
Ricky Platt (CRD# 6280637) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Ricky Platt||Brentwood,||Nov 2012 - Current||4|
|Westhouse Securities||London,||Jul 2010 - Nov 2012||2|
|Liberty International Asset Mgmt||London,||Jan 2005 - Jul 2010||5|
Total Assets Under Management367MILLIONS
Total Number of Accounts356ACCOUNTS
Average Account Value$1,030,197
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SD, TN, TX, UT, VT, WA, WV