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Christopher Raymond Rick

Keystone Private Wealth

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About Christopher Raymond Rick

Christopher Rick is a financial advisor with Keystone Private Wealth. Christopher has been in the financial industry for over 10 years. Christopher holds a Series 66 and Series 7 license and is a Certified Financial Planner. Christopher has experience working with high-net-worth individuals, corporations, and charitable organizations. Christopher has worked at a variety of firms over the years including Fidelity Brokerage Services LLC, Morgan Stanley Smith Barney, and Purshe Kaplan Sterling Investments.

Firm Information

Christopher Rick is currently registered with Keystone Private Wealth. Keystone Private Wealth is an investment advisory firm located in Palm Desert, CA. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Their team of licensed agents and investment advisor representatives manages over $692 million in assets for their clients.
Keystone Private Wealth

73575 EL PASEO

PALM DESERT, CA 92260

$692.12M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Rick’s Registration & Firm History

CA

06/07/2021 - Present

Keystone Private Wealth (PALM DESERT CA)

CA

07/11/2019 - 03/01/2021

PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)

CA

10/03/2011 - 09/18/2018

FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)

CA

09/02/2010 - 09/02/2011

MORGAN STANLEY SMITH BARNEY (INDIAN WELLS CA)

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Licenses & Designations

BOTH

Issued 11/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Raymond Rick.
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