Gregory Ricks Llc Dba Gregory Ricks & Associates

Gregory Ricks Llc Dba Gregory Ricks & Associates (CRD# 159495) is a financial advisory firm headquartered in Metairie, LA. They manage $101,849,485 in 3,352 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    3,352
    ACCOUNTS
  • Average Account Value
    $30,385
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Gregory Ricks Llc Dba Gregory Ricks & Associates
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas Rohde
CRD#: 6321144
2800 Veterans Memorial Boulevard, Suite 170, Metairie, LA 70002
100
Wealthminder
score

Nicholas Rohde (CRD# 6321144) is an Investment Advisor Representative working at Gregory Ricks Llc Dba Gregory Ricks & Associates in Metairie, LA and has over 9 years of experience in the finance/banking industry.

2
Tiffany C. Noto
CRD#: 6646017
2800 Veterans Memorial Boulevard, Suite 170, Metairie, LA 70002
90
Wealthminder
score

Tiffany Noto (CRD# 6646017) is an Investment Advisor Representative working at Gregory Ricks Llc Dba Gregory Ricks & Associates in Metairie, LA and has 1 year of experience in the finance industry.

3
Gregory P. Ricks
CRD#: 1060841
2800 Veterans Memorial Boulevard, Suite 170, Metairie, LA 70002
90
Wealthminder
score

Gregory Ricks (CRD# 1060841) is an Investment Advisor Representative working at Gregory Ricks Llc Dba Gregory Ricks & Associates in Metairie, LA and has over 6 years of experience in the finance industry.

4
Cody Bennett
CRD#: 6370406
2800 Veterans Memorial Boulevard, Suite 170, Metairie, LA 70002
88
Wealthminder
score

Cody Bennett (CRD# 6370406) is an Investment Advisor Representative working at Gregory Ricks Llc Dba Gregory Ricks & Associates in Metairie, LA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.