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Nathan John Ricks

FINANCIAL FREEDOM FOR DENTISTS LLC·SNOQUALMIE, Washington
Clean recordFINANCIAL FREEDOM FOR DENTISTS LLC
34627 SE SWENSON DR., SNOQUALMIE, WA 98065CRD# 2630065Firm CRD# 301981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan John Ricks · SNOQUALMIE, WA
Registration
CRD #2630065 · FINANCIAL FREEDOM FOR DENTISTS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nathan John Ricks is a registered financial advisor based in SNOQUALMIE, Washington, affiliated with FINANCIAL FREEDOM FOR DENTISTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FINANCIAL FREEDOM FOR DENTISTS LLC
FINANCIAL FREEDOM FOR DENTISTS LLC
AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL FREEDOM FOR DENTISTS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2630065
Firm CRD# 301981
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan John Ricks offer?
Nathan John Ricks specializes in Financial Planning, Investment Management. Contact their office in SNOQUALMIE, Washington for a consultation.
What are Nathan John Ricks's credentials?
Nathan John Ricks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan John Ricks located?
Nathan John Ricks is based in SNOQUALMIE, Washington, working with FINANCIAL FREEDOM FOR DENTISTS LLC. Their office serves clients in the SNOQUALMIE metropolitan area and surrounding communities.
How does Nathan John Ricks charge for services?
Nathan John Ricks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL FREEDOM FOR DENTISTS LLC?
FINANCIAL FREEDOM FOR DENTISTS LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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