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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Ricker is a financial advisor with Summit Global Investments, LLC. Gretchen has been in the financial industry for over 10 years. Her primary office is located in Bountiful, UT, but Gretchen Ricker also services clients from her branch office located in Atascadero, CA. Prior to joining Summit Global Investments, LLC, Gretchen was affiliated with TRANSAMERICA FINANCIAL ADVISORS, INC. Gretchen is a registered representative with both the state of California and FINRA. Gretchen specializes in providing investment advice to individuals, businesses, investment companies and pooled investment vehicles. Gretchen Ricker is a licensed life insurance agent and also provides financial planning services to her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/09/2023 - Present
Summit Global Investments, LLC (Atascadero CA)
CA
06/11/2013 - 10/31/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Bakersfield CA)
IA
Issued 01/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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