Gregory Ricks & Associates
Financial Services
2800 Veterans Memorial Blvd
18 employees
- Employees
- 18
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Gregory Ricks & Associates Overview
- Headquarters
- 2800 Veterans Memorial Blvd
- Phone Number
- Available in AeroLeads
- Website
- gregoryricks.com
- Industry
- Financial Services
- Employees
- 18
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Gregory Ricks & Associates
Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Gregory Ricks & Associates Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Gregory Ricks & Associates Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cayla Mendow | Design & Digital Media Coordinator | Metairie, Louisiana, United States |
Email
|
| Shelby Ladner | Gregory Ricks & Associates | Long Beach, Mississippi, United States |
Email
|
| Stacey Ricks | Chief Financial Officer at Gregory Ricks & Associates | Metairie, Louisiana, United States |
Email
Phone
|
| Gregory Ricks | Independent Financial Advisor | Metairie, Louisiana, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Associate / junior
4 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 1 |
| Finance | 1 | 1 | 1 |
| Marketing | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
Gregory Ricks & Associates Tech Stack
Data / AI
1 profile
Product / design
1 profile
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