|
|
||
James P. Ripley, CFP®, AAMSVice President
Phone: 714-449-9696 Mr. Ripley is a Certified Financial PlannerTM, an Accredited Asset Management Specialist and a FINRA General Securities Registered Representative. Jim holds life, disability, health, and variable life insurance licenses with the California Department of Insurance and is an active member of the Financial Planning Association (FPA). Throughout his more than 20-year career, Mr. Ripley has focused his financial planning career on the design and implementation of risk-controlled investment programs and sound financial planning strategies. CA Ins. #0733125 
|
||
|
110 E. Wilshire Avenue, Suite 307 Phone: 714-449-9696 |
Richey Advisors, Inc. is a registered investment advisor with the U.S. securites and Exchange Commission. Richey Advisors, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Richey Advisors, Inc. and it's advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Richey Advisors, Inc. does not sell insurance products or services. However, associated persons of Richey Advisors, Inc. are individually licensed in the state of California as Life, Health, Disability & Variable Agents. Furthermore, Richey Financial Group, Inc. (Member of FINRA www.finra.org and SIPC www.sipc.org) is an affiliated firm and a licensed agent in the state of California that offers Life, Health, Disability and Variable insurance products.
All the information contained in the Learning Center (Articles, Seminars, Calculators) have been created by an independant 3rd party and the information contained in this section those sections do purport to be statements of all material facts or contain complete information relating to the subject matter. Richey Advisors, Inc. makes no guarantees as to the accuracy or completeness of the information provided in the "Learning Center" section.