Unclaimed
Ricky Ackerman is a Certified Financial Planner™ with Mutual Advisors, LLC. Ricky has been in the financial services industry since 2015. Ricky's current registration status is approved. Ricky is registered with the state of California. Ricky is also registered with the state of Nebraska but is not actively registered at this time. Ricky has an active investment advisor registration with the state of California. Ricky specializes in a variety of areas including retirement planning, college savings, estate planning, and insurance.
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.
Hourly consulting
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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CA
01/02/2025 - Present
Mutual Advisors, LLC (El Segundo CA)
Active
Inactive
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