Richard Wickes is a CFP-designated registered investment advisor, based in Reno, NV, with 33 years of industry experience.
Location
500 Damonte Ranch Pkwy., Suite 745, Reno, NV, 89521
Get directionsHistory
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
Richard is a sole proprietor insurance agent since 2001, dedicating minimal time to fixed insurance sales. He is also a financial advisor at The Ameriflex Group, spending full-time hours providing financial advice to clients.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations3 states
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.