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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Landon Faircloth is an investment advisor representative at Berg Faircloth Investment Advisors. Ricky has been in the industry since 1980 and has experience in financial planning, investment management, tax preparation, and real estate. Ricky is registered as an investment advisor representative in the District of Columbia, Florida, Maryland, North Carolina, Texas, and Virginia. Ricky is a certified public accountant and has been a partner in various businesses, including Berg Faircloth & Co., Loudoun Real Estate, Berg Faircloth LLP, and IBAFORAW.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/25/2005 - Present
Berg Faircloth Investment Advisors (LEESBURG VA)
VA
11/28/2011 - 09/18/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LEESBURG VA)
VA
08/31/2007 - 12/07/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (LEESBURG VA)
VA
07/28/2005 - 08/31/2007
TRIAD ADVISORS, INC. (LEESBURG VA)
VA
04/05/2001 - 07/31/2003
BERG FAIRCLOTH INVESTMENT ADVISORS, LLC (LEESBURG VA)
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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