Ames Financial Services

Ames Financial Services (CRD# 137261) is a financial advisory firm headquartered in Lakewood, CA. They manage $9,751,644 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5533 Clark Ave, Lakewood, CA 90712
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $75,013
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ames Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Rickie Ames, financial advisor Anaheim CA
Rickie C. Ames
CRD#: 1437716
1475 S State College Blvd Ste 114, Anaheim, CA 92806

Rickie Ames (CRD# 1437716) is an Investment Advisor Representative working at Ames Financial Services in Anaheim, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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