Ricky Graves (CRD# 5395117) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 16 years of experience in the finance industry. Ricky Graves 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# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parlay Holdings | Wilmington, NC | Sep 2022 - Current | 1 |
| Wisdomcrest, Inc. | Wilmington, NC | Jun 2020 - Current | 3 |
| Lord And Graves, Inc. | Wilmington, NC | Dec 2019 - Current | 4 |
| Delia Management, Inc. | Wilmington, NC | Dec 2018 - Current | 5 |
| Cg Solutions Of Nc, LLC | Wilmington, NC | Nov 2018 - Current | 5 |
| Dormie, LLC | Wilmington, NC | Sep 2018 - Current | 5 |
| Sicarius, LLC | Wilmington, NC | Jul 2013 - Current | 10 |
| Graves May, Pllc | Wilmington, NC | Jul 2013 - Current | 10 |
| Ascendor Wealth, LLC | Wilmington, NC | Sep 2008 - Current | 15 |
| Wgap, LLC | Wilmington, NC | Jan 2005 - Current | 19 |
| Cloudhesive, LLC | Fort Lauderdale, FL | Jul 2014 - May 2021 | 6 |
| Lmg Capital Resources, LLC | Wilmington, NC | Jul 2014 - Dec 2020 | 6 |
| Coastal Accounting Professionals LLC | Wilmington, NC | Jan 2004 - Dec 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management79MILLIONS
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Total Number of Accounts328ACCOUNTS
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Average Account Value$239,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, TX
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