ER
ChFC
ER
ChFC

Ezra Hoyt Ripple

52 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

29 South Main Street, Suite 311, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ezra is a senior advisor selling life insurance and related products since 2000, dedicating about half of his time to this activity. He also serves as a corporator for the American School for the Deaf, a trustee for family members, and a trustee for two other trusts.

Employment History
Current Registrations
Lri Investments
April 2024 - Present · 1 yr 10 mos
M Holdings Securities, INC.Broker
August 2000 - Present · 25 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.
October 2007 - April 2024 · 16 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 1993 - August 2000 · 7 yrs
Investment Management & Research, INCBroker
October 1989 - September 1991 · 1 yr 11 mos
Cigna Securities, INC.Broker
December 1971 - October 1989 · 17 yrs 10 mos
State Registrations3 states
CTFLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ezra Hoyt Ripple - Financial Advisor | TrueAdvisor