RM
CFP
RM
CFP

Rickey Mayo

41 Years of Experience
Virginia Beach, VA
BrokerSells Insurance

Rickey Mayo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4429 Bonney Rd, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rickey works as an agent recommending non-variable life insurance since July 2023. This activity takes a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
April 2001 - January 2009 · 7 yrs 9 mos
Robert Thomas Securities, INCBroker
May 1995 - January 1999 · 3 yrs 8 mos
Compulife Investor Services, INC.Broker
July 1994 - April 1995 · 9 mos
American Express Financial Advisors INC.Broker
April 1987 - July 1994 · 7 yrs 3 mos
Brokers Securities, INC.Broker
March 1985 - October 1986 · 1 yr 7 mos
First Jersey Securities, INC.Broker
February 1984 - January 1985 · 11 mos
State Registrations21 states
ALARAZCADCDEFLGAIDILLAMAMDNCNVNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.