Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Dewight Whitmire is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, SC. Ricky is licensed to offer securities and investment advice in multiple states. Ricky has been in the financial industry since 2006. Ricky has experience with a variety of financial products and services, and has previously worked with firms like CUNA Brokerage Services, Inc., PNC Investments and M&T Securities, Inc.. Ricky is committed to providing personalized financial advice to help individuals and families reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
PA
05/18/2022 - Present
LPL Financial LLC (NEW BRITAIN PA)
PA
07/14/2009 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (NEW BRITAIN PA)
PA
01/25/2008 - 06/15/2009
PNC INVESTMENTS (WHITEHALL PA)
PA
04/03/2006 - 11/09/2007
M&T SECURITIES, INC. (ALLENTOWN PA)
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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