Unclaimed Profile

Ricky Gene Canipe

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC·CHARLOTTE, North Carolina

Clean record20 years registeredMILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

3540 TORINGDON WAY, CHARLOTTE, NC 28277CRD# 4488122Firm CRD# 117868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ricky Gene Canipe · CHARLOTTE, NC

Registration

CRD #4488122 · MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Jan 2017 – present

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Dec 2008 – Dec 2016

CHARLOTTE, NC

PRESIDIUM

Jan 2006 – Oct 2009

CHARLOTTE, NC

Registrations & Exams

Registration record

First registered · January 20, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

CRD 117868 · SEC 801-76544

AUM

$1.7B

Regulatory assets under management

Employees

703 client accounts

Services offered by MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ricky Gene Canipe offer?

Ricky Gene Canipe specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Ricky Gene Canipe's credentials?

Ricky Gene Canipe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ricky Gene Canipe located?

Ricky Gene Canipe is based in CHARLOTTE, North Carolina, working with MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Ricky Gene Canipe charge for services?

Ricky Gene Canipe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC?

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC has approximately 6 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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