Unclaimed
Ezra Hoyt Ripple is a financial advisor with over 50 years of experience. Ezra currently works at LRI Investments and is registered with the state of Connecticut as an investment advisor representative. Ezra has previously worked with Raymond James Financial Services, Inc., Investment Management & Research, Inc, and Cigna Securities, Inc. Ezra Ripple holds the Series 63, Series 26, Series 7TO, SIE and Series 1 licenses. Ezra is a Chartered Financial Consultant and offers a range of services including financial planning, pension consulting and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/03/2024 - Present
LRI Investments (PALM BEACH GARDENS FL)
FL
08/26/1993 - 08/17/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/13/1989 - 09/16/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
PA
12/14/1971 - 10/10/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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