Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Karl Skousen is a financial advisor with Raymond James & Associates, Inc. Rick has been in the industry since 1996 and has a strong background in investments, insurance, and financial planning. Rick has extensive experience in serving a wide range of clients, including individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans. Rick holds a variety of licenses and registrations, including Series 6, 7, 31, and 63, as well as a Series 65. Rick is also registered to provide investment advisory services in multiple states, including Utah, Texas, California, Idaho, and Nevada.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
07/01/2024 - Present
Raymond James & Associates, Inc. (Provo UT)
UT
02/19/1999 - 07/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Provo UT)
MD
08/11/1997 - 02/19/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
08/26/1996 - 08/08/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 03/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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