RC
RC

Ricardo Ramon Calderon

12 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
24 clients
Average Client Portfolio
$62.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
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Location

501 Brickell Key Drive, Suite 509, Miami, FL, 33131

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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

Ricardo is a member of MAS Services LLC, providing services for insurance and investment clients, and holds CEO/Director positions in Acadia Life International Limited, Acadia Life Limited, and Acadia Wealth Management LTD. He also provides strategic guidance to Regis Financial Partners, LLC, a national life brokerage organization, and serves on the board of directors for Investors Preferred Life Insurance Company.

Employment History
Current Registrations
Mas Advisors LLC
October 2013 - Present · 12 yrs 4 mos
State Registrations2 states
FLME
Advisor
Exams
No exam information available for this advisor.
Ricardo Ramon Calderon - Financial Advisor | TrueAdvisor