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Ralph Taylor Rigler

Q3 Advisors, LLC

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About Ralph Taylor Rigler

Ralph Taylor Rigler is a financial advisor with Q3 Advisors, LLC. Ralph has been in the industry for over 7 years and has experience in the financial services industry. Ralph holds FINRA Series 7, 63, and 66 licenses. Ralph also holds the Certified Financial Planner designation. Previously, Ralph was affiliated with TIAA-CREF Individual & Institutional Services, LLC and J.P. Morgan Securities LLC.

Firm Information

Ralph Rigler is currently registered with Q3 Advisors, LLC. Q3 Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning services to individuals and other client types. They have 7 investment advisor representatives and 1 licensed agent.

Not reported

Assets Under Management

224

Total Clients

7

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.

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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Ralph Rigler’s Registration & Firm History

FL

03/21/2024 - Present

Q3 Advisors, LLC (Boca Raton FL)

FL

05/07/2019 - 07/19/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)

TX

08/18/2016 - 03/01/2017

J.P. MORGAN SECURITIES LLC (FLOWER MOUND TX)

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Licenses & Designations

BOTH

Issued 04/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ralph Taylor Rigler.
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