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Ricky Enrique Biel

Favor Wealth Advisors, LLC

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About Ricky Enrique Biel

Ricky Biel is an investment advisor representative at Favor Wealth Advisors, LLC. Ricky is a licensed insurance agent/broker and has been in the financial services industry since 2000. Ricky has held previous positions at ARETE WEALTH MANAGEMENT, LLC, MUTUAL SECURITIES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Ricky is registered with the state of California, Louisiana, and Texas. Ricky has earned the Series 66, SIE, and Series 7 licenses.

Firm Information

Ricky Biel is currently registered with Favor Wealth Advisors, LLC. Favor Wealth Advisors, LLC is a financial advisor with 1 licensed agent and 2 investment adviser representatives. The firm manages $75,085,272 in discretionary assets for 539 clients. They offer financial planning, pension consulting, and portfolio management for individuals. The firm's client base primarily consists of individuals, both high net worth and others. They also have a smaller number of pension and profit sharing plans.

$75.09M

Assets Under Management

1

Total Clients

2

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Ricky Biel’s Registration & Firm History

CA

07/11/2022 - Present

Favor Wealth Advisors, LLC (PASADENA CA)

CA

01/03/2014 - 06/30/2017

ARETE WEALTH MANAGEMENT, LLC (PASADENA CA)

CA

02/04/2010 - 01/06/2012

MUTUAL SECURITIES, INC. (PASADENA CA)

CA

02/04/2000 - 12/22/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PASADENA CA)

MN

02/04/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Ricky Enrique Biel. Review regulatory record here.
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