Richard Sikorski
Richard Sikorski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, FL, with 3 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
Firm Size
IM Fee
Assets Under Management
Location
442 3rd St., Neptune Beach, FL, 32266
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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.
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Richard is an associate/employee of Agility Wealth Management, BCW Financial Consultants, and Eleven Atlantic, all support companies. He dedicates minimal time to each company, performing marketing or payroll duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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