linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ulrico Jesus Font

NED Davis Research, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ulrico? Claim Your Profile

About Ulrico Jesus Font

Ulrico Jesus Font is a registered Investment Advisor Representative with Ned Davis Research, Inc. in Sarasota, Florida. Ulrico has been in the financial services industry since December 1993. Ulrico passed the Uniform Investment Adviser Law Examination in 2012. Ulrico Jesus Font specializes in portfolio management for other investment advisers, providing research, model portfolios, and other advisory services.

Firm Information

Ulrico Font is currently registered with NED Davis Research, Inc.. NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.
NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Ndr receives bps on other ia's aum using ndr models

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ulrico Font’s Registration & Firm History

FL

08/31/2012 - Present

NED Davis Research, Inc. (SARASOTA FL)

Not sure if Ulrico Jesus Font is right for you?

Licenses & Designations

IA

Issued 08/18/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ulrico Jesus Font.
Not sure if Ulrico Jesus Font is right for you?