Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
16 years
Location
Delano, CA 93215
LPL Financial
Institution
Richard Ramos is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Merrill, The Mutual Fund Store, and Morgan Stanley prior to joining LPL Financial and Valley Strong Credit Union, where he has worked for the past decade. Ramos is also involved with the Valley Strong Retirement & Wealth Management Group, offering investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, retirement plans, banks, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Delano, CA Cecil Avenue
1828 Cecil Avenue Ste A & B
Delano CA 93215
Advisors at this office
2
California · Texas
16 years of industry experience
VALLEY STRONG CREDIT UNION (Formerly: Kern Schools Federal CU)
2016 - Present • 10 years
Bakersfield, CA
LPL Financial, LLC
2016 - Present • 10 years
Bakersfield, CA
Merrill
2014 - 2016 • 2 years
CA
The Mutual Fund Store
2013 - 2014 • 1 year
Scottsdale, AZ
Morgan Stanley
2012 - 2013 • 1 year
Bakersfield, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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