Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin Robert Rickey is a registered investment advisor representative with Leonard Rickey Investment Advisors, PLLC. Quentin is a licensed professional who has earned the Series 65 license and is approved to work in Washington. Quentin's professional experience includes roles at Ernst & Young, XY Planning Network, and Gonzaga University. Leonard Rickey Investment Advisors, PLLC is a Registered Investment Advisor with an office in Yakima, WA. The firm provides advisory services to a variety of clients, including individuals, businesses, corporations, and charitable organizations. Leonard Rickey Investment Advisors, PLLC has regulatory assets under management of $711,739,408, of which $699,267,037 is discretionary and $12,472,371 is non-discretionary. The firm has approximately 2,897 accounts, of which 2,821 are discretionary and 76 are non-discretionary. Quentin is a licensed investment advisor representative who is committed to providing clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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WA
01/14/2025 - Present
Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)
Active
Inactive
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