Ricky
Speicher

Commonwealth Financial Network

CRD#1305645
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Ricky Speicher is a certified financial planner who works out of Bonita Springs, Florida. Currently a registered financial advisor at Commonwealth Financial Network, they have gathered 17 years of work experience in the financial advisory industry. Speicher has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Speicher can work with investors in Florida and Pennsylvania. The advisor has gained experience at Commonwealth Financial Network and Berks Financial. Commonwealth Financial Network is headquartered in Bonita Springs, Florida, and operates out of 1,090 additional offices in the United States. In aggregate, Commonwealth Financial Network oversees $81 billion in assets dispersed across 335,560 accounts and employs more than 3,200 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Bonita Springs, FL

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

FL Average: $16,012,751,954
Total Number of Employees

3,350

FL Average: 118
Total Number of Accounts

388,288

FL Average: 4,567
Average Account Size

$219,462

FL Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ricky Speicher Work History

Ricky has 17 years of experience.

2001 - Present (18 years)

Commonwealth Financial Network

2001 - Present (18 years)

Berks Financial

Disclosures

Ricky Speicher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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