Timothy
Rickey
Axxcess Wealth Management, LLC
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About this Advisor
Timothy Rickey is a financial advisor based in Laguna Beach, California, working with Axxcess Wealth Management, LLC. Timothy has previously held positions at Wells Fargo Advisors Financial Network, LLC, Irvine Company, Orange Coast College, California State University Of Long Beach, Apex Investment Planning Services LLC Wells Fargo Finet, Pelican Hill Resort, Mimis Cafe, Brett Bissell, Robert Grimm, Northwestern Mutual Investment Services LLC, and Axxcess Wealth Management, LLC D/B/A Zandbergen Group. Timothy has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Timothy is part of Axxcess Wealth Management, LLC, which operates out of Laguna Beach, California. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$6,470,763,788
78
24,090
$268,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Rickey Work History
Axxcess Wealth Management, LLC D/B/A Zandbergen Group
Brett Bissell
Robert Grimm
Northwestern Mutual Investment Services LLC
Wells Fargo Advisors Financial Network, LLC
Apex Investment Planning Services LLC Wells Fargo Finet
California State University Of Long Beach
Irvine Company
Pelican Hill Resort
Orange Coast College
Mimis Cafe
Disclosures
Please visit the SEC profile of Timothy Rickey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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