Ricky Mcquiston
Ricky Mcquiston is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Birmingham, AL, with 43 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4505 Pine Tree Circle, Suite 101, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ricky is the President/Owner/Employee/Affiliate of Highland Planning Group Inc., providing financial, insurance, and investment services since 1998, dedicating full-time hours. He is also an affiliate of Vision Financial Group Inc. and a Trustee for Alabama-NAIFA, and serves as a personal representative (executor).
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Peachtree Planning Corporation
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations6 states
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