Ricky
Perlman
Kingsview Wealth Management, LLC
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About this Advisor
Ricky Perlman is a financial advisor based in Orlando, Florida, working with Kingsview Wealth Management, LLC. Ricky has previously held positions at Edward Jones and Kingsview Asset Management, LLC. Ricky has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ricky is part of Kingsview Wealth Management, LLC, which operates out of Orlando, Florida. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ricky Perlman Work History
Kingsview Asset Management, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Ricky Perlman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingsview Wealth Management, LLC
Eureka, CA
Myrtle Beach, SC
Paris, TN
Greensboro, NC
Amarillo, TX
Raleigh, NC
Greensboro, NC
Huntersville, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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