Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Alan Sanford has been in the financial services industry since 1991 and has experience with CETERA Investment Services LLC, EDWARD JONES, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and D.A. DAVIDSON & CO.. Ricky currently is registered with Level Four Advisory Services in Oregon. Ricky is licensed to provide financial advice and securities products in Arizona, California, Florida, Idaho, Iowa, Michigan, Nevada, Oregon and Washington.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
OR
05/18/2017 - 07/01/2019
CETERA INVESTMENT SERVICES LLC (EUGENE OR)
WA
09/29/2003 - 05/17/2017
EDWARD JONES (SUMNER WA)
MN
11/09/2000 - 11/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2000 - 11/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MT
04/03/1995 - 11/06/2000
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
02/21/1991 - 04/05/1995
MURPHEY FAVRE, INC. (IRVINE CA)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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