Randy Evans Ramos
Investment adviser representative at Northbridge Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$413.1MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Northbridge Financial Group, LLCMar 2024 to now
- LPL Financial LLCMar 2024 to now
- Agia Inc.Dec 2022 to Mar 2024
- Valic Financial Advisors, Inc.Jul 2014 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Northbridge Financial Group, LLC
$413.1MAssets managed
487Clients
9Advisers
6 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
- 6211901
- Firm CRD
- 310394