Ricki
Wilson
Prospera Financial Services, Inc
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About this Advisor
Ricki Wilson is a financial advisor based in Cincinnati, Ohio, working with Prospera Financial Services, Inc. Ricki has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Wilson Crone, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC, and Prospera Financial Services Inc. Ricki has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico, Ohio, and Texas. Currently, Ricki is part of Prospera Financial Services, Inc, which operates out of Cincinnati, Ohio. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$7,913,077,866
240
20,915
$378,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ricki Wilson Work History
Prospera Financial Services Inc
Wilson Crone
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Disclosures
Please visit the SEC profile of Ricki Wilson 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 Prospera Financial Services, Inc
Dallas, TX
Laconia, NH
Dallas, TX
Dallas, TX
Dallas, TX
Melrose, MA
Rancho Santa Fe, CA
Cincinnati, OH
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