Rick Lima

Rick Lima Email and Phone Number

Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance
dallas, texas, united states
Rick Lima's Location
Dallas-Fort Worth Metroplex, United States
Rick Lima's Contact Details

Rick Lima personal email

n/a
About Rick Lima

Wealth Partners Alliance is an independent, advisor led company founded by financial advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experience and financial outcomes.Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC ("Concurrent"), an SEC Registered Investment Advisor.

Rick Lima's Current Company Details
Wealth Partners Alliance

Wealth Partners Alliance

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Founding Partner, Wealth Partners Alliance
dallas, texas, united states
Website:
wealthpartnersalliance.com
Employees:
12
Rick Lima Work Experience Details
  • Wealth Partners Alliance
    Founding Partner, Wealth Partners Alliance
    Wealth Partners Alliance Feb 2019 - Present
    Dallas, Texas
    View
  • Ubs
    Vice President-Wealth Management
    Ubs Dec 2011 - Feb 2019
    Dallas/Fort Worth Area
    View
  • Morgan Stanley
    Portfolio Manager
    Morgan Stanley Feb 2007 - Dec 2011
    View

Rick Lima Skills

Portfolio Management Wealth Management Strategic Partnerships Investment Advisory Investment Advisory Services

Rick Lima Education Details

Frequently Asked Questions about Rick Lima

What company does Rick Lima work for?

Rick Lima works for Wealth Partners Alliance

What is Rick Lima's role at the current company?

Rick Lima's current role is Founding Partner, Wealth Partners Alliance.

What is Rick Lima's email address?

Rick Lima's email address is r.****@****ubs.com

What schools did Rick Lima attend?

Rick Lima attended Southern Methodist University, The University Of Dallas, Escuela Americana, Catholic High School.

What skills is Rick Lima known for?

Rick Lima has skills like Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, Investment Advisory Services.

Who are Rick Lima's colleagues?

Rick Lima's colleagues are Lora Hoff, Joshua Hoff, Kristin Weale, David Silva, Sara Dicamillo Ferrell, Xavier Hawley, Jennifer Gaskin.

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