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Qualifications of Financial Advisor in Bakersfield

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Financial Advisors in Bakersfield, California
Financial Advisor Office Location Phone Number
Richard Ramos
Financial Engines Advisors, LLC
6023 Coffee Rd. Suite A,
Bakersfield, CA  93308
(661) 213-3543
Eric Pailing
Edelman Financial Engines, LLC
222 N Garden St,
Visalia, CA  93291
(559) 434-9800

Information on Qualified Financial Advisors in Bakersfield

Qualifications CRD# 5524250
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 6023 Coffee Rd. Suite A,
Phone Number (661) 213-3543

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Qualifications CRD# 5042829
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 222 N Garden St,
Suite 300 H,
Phone Number (559) 4349800

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Attended California State University, Fresno. United States Marine Corps Veteran. Married with two children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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