Monica
Ricks
Pax Financial Group
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About this Advisor
Monica Ricks is a financial advisor working in San Antonio, Texas with 2 years of industry experience. Ricks works at Pax Financial Group. Their career trajectory has included roles at Brent Forrest & Associates, L.L.C, Haynie & Co, Darilek Butler & Associates, Dk Partners, Pc, University Of The Incarnate Word, Northwestern Mututal and Pax Fiinancial Group. Ricks holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Texas. Pax Financial Group is a registered investment firm headquartered in San Antonio, TX. The firm has a total of 22 employees. It manages $495 million in total assets among its 4,078 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 4,078 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. Pax Financial Group offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fees usually are based on the type of services offered. Fees charged by Pax Financial Group can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Monica Ricks Work History
Monica has been registered as a financial advisor for 2 years.*
Pax Fiinancial Group
Brent Forrest & Associates, L.L.C
Haynie & Co
Darilek Butler & Associates
Dk Partners, Pc
Northwestern Mututal
University Of The Incarnate Word
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Monica Ricks 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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