Orlando Ricci is a registered investment advisor at Principal Advised Services, based in Mooresville, NC, with 5 years of industry experience. Orlando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
128 Scanlon Rd, Mooresville, NC, 28115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Orlando works as a wrestling official in both North and South Carolina, dedicating about a quarter of his time to the former. He also works as an author and part-time actor/film crew member, and spends nearly full-time as a retirement consultant for Principal Advised Services and Principal Bank, offering investment advice to retirement plan participants.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Principal Securities, INC.
Nylife Securities LLCBroker
State Registrations2 states
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