Ricardo Salinas
Investment adviser representative at Kwb Wealth
11 yearsExperience
1 stateRegistered in
$1.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL FinancialAug 2025 to now
- Kwb WealthOct 2024 to now
- California State Polytechnic University PomonaAug 2022 to May 2025
- College of EnvAug 2022 to May 2025
- Citrus CollegeAug 2019 to May 2022
- Covina High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kwb Wealth
$1.2BAssets managed
1,971Clients
10Advisers
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
- 7996873
- Firm CRD
- 300921