Gregory Ricks & Associates

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

2800 Veterans Memorial Blvd Ste 170, Met...

Phone Number

(504) 832-9200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Gregory Ricks & Associates

Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.Explore more
Gregory Ricks & Associates's Social MediaPopular SearchesGregory Ricks & Associates IncGregory Ricks & AssociatesGregory RicksGregory Ricks LLCGregory Ricks and AssociatesSIC Code 62,628NAICS Code 52,523Show more

Gregory Ricks & Associates Org Chart

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Stacey Ricks, Chief Financial Officer at Gregory Ricks & Associates
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Chief Financial Officer

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LM
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Investment Analyst

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JB
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Investment Analyst

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Investment Analyst

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Wealth Advisor

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BB
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Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gregory Ricks & Associate...

<$5M
11-50
Private
-
2011
Stacey Ricks, Chief Financial Officer at Gregory Ricks & Associates
Stacey RicksChief Financial Officer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
2007
JK
Jessi KraftVice President, Operations
<$5M
1-10
Private
<$5M
2004
<$5M
1-10
Private
-
2008
AL
Ashley LaNeaveManager, Operations
<$5M
1-10
Private
-
2017
JM
Jessica MellbergRegistered Investment Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gregory Ricks & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gregory Ricks & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gregory Ricks & Associates.

Gregory Ricks & Associates Tech Stack

A closer look at the technologies used by Gregory Ricks & Associates

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Frequently Asked Questions Regarding Gregory Ricks & Associates

What is Gregory Ricks & Associates's official website?
Gregory Ricks & Associates's official website is www.gregoryricks.com
What is Gregory Ricks & Associates's Revenue?
Gregory Ricks & Associates's revenue is <$5 Million
What is Gregory Ricks & Associates's SIC code?
Gregory Ricks & Associates's SIC: 62,628
What is Gregory Ricks & Associates's NAICS code?
Gregory Ricks & Associates's NAICS: 52,523
How many employees does Gregory Ricks & Associates have?
Gregory Ricks & Associates has 11-50 employees
What industry does Gregory Ricks & Associates belong to?
Gregory Ricks & Associates is in the industry of: Finance, Securities Trading
What is Gregory Ricks & Associates competition?
Gregory Ricks & Associates top competitors include: Wealth Innovations, Seyller Financial Group, The Holland Group, Imber Wealth Advisors
What technology does Gregory Ricks & Associates use?
Some of the popular technologies that Gregory Ricks & Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Gregory Ricks & Associates?
Gregory Ricks & Associates's CFO is Stacey Ricks
How do I contact Gregory Ricks & Associates?
Gregory Ricks & Associates contact info: Phone number: (504) 832-9200 Website: www.gregoryricks.com
What does Gregory Ricks & Associates do?

Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimat... e vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.Read More

What are Gregory Ricks & Associates social media links?
Gregory Ricks & Associates Linkedin page Gregory Ricks & Associates Twitter page Gregory Ricks & Associates Facebook page
Is Gregory Ricks & Associates a public company?
Gregory Ricks & Associates is private company therefore does not currently have an official ticker symbol
See more information about Gregory Ricks & Associates

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