Rick Karl Skousen
Investment adviser representative at Raymond James & Associates, Inc.
27 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Raymond James & Associates, Inc.Jul 2024 to now
- Raymond James & Associate Inc.Jul 2024 to now
- Tanner Capital Management, LLC dba Tanner Investment PartnersJul 2020 to Jul 2024
- Tanner Investment PartnersJul 2020 to Jul 2024
- Raymond James Financial Services Advisors, Inc.Jun 2020 to Jul 2024
- Tanner Capital Management, LLCJun 2005 to Jun 2020
- Independent Insurance AgentNov 2000 to Jul 2024
- Raymond James Financial Services, Inc.Feb 1999 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2740299
- Firm CRD
- 705