Rick Skousen
Rick Skousen is a registered investment advisor at Raymond James & Associates, INC., based in Provo, UT, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3610 N University Ave Ste 350, Provo, UT, 84601
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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
Rick is an agent servicing existing life insurance policies since 2000, dedicating a few hours per week to this activity. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Tanner Capital Management, LLC
Raymond James Financial Services, INC.Broker
The Advisors Group, INC.Broker
Sun Investment Services CompanyBroker
State Registrations6 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.