David Lee Rick
Investment adviser representative at Red Mountain Financial Partners
23 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$225.6MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Red Mountain Financial PartnersSep 2021 to now
- LPL Financial LLCNov 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, CO, NM, TX).
Red Mountain Financial Partners
Legal name: Red Mountain Financial Partners, LLC
$225.6MAssets managed
314Clients
3Advisers
4 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
- 3237358
- Firm CRD
- 174672