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Ricky Gleason

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Ricky Gleason

Financial Advisor

    

LinkedIn

Ricky Gleason is a financial advisor for Prime Capital Investment Advisors (PCIA) in Boerne, TX. Ricky has worked in the financial services industry since 2006 and is passionate about doing the right things to serve his clients. He brings a wealth of experience in investments and wealth management to the Boerne team.

Prior to joining PCIA, Ricky was a regional private banker and later a financial advisor with Wells Fargo. As a regional banker he worked directly with the company’s high net worth client base to provide a full range of investment solutions and financial planning.

Ricky was raised in Boerne, Texas and after graduating from Boerne High School, he attended Texas A&M University in Kingsville, TX. Since then, he has furthered his education by obtaining his FINRA Series 66 license, as well as his Life and Health insurance license in the state of Texas.

Ricky is an active member of the Boerne community. He has served as a commissioner on the Planning & Zoning Committee for three years and serves on the board for the Boerne Boys & Girls Club. He also attends the 1910 church in Boerne. Recently, Ricky wrote a book titled "Small Business, Big Opportunities: Finding the Right Path to Business Growth and Financial Security". The book features interviews with 12 experienced small-business owners and professionals. The book has had great success rising to #1 Bestseller on Amazon.

Ricky enjoys spending time with his wife Shannan, and their three kids, Kaiden, Landen and Sophia. In his spare time, he enjoys hunting, fishing, golf and traveling.

 


Small Business, Big Opportunities: Finding the Right Path to Business Growth and Financial Security; Copyright © 2020 Ricky Gleason. At the time of publication, Mr. Gleason is also an investment adviser representative through Prime Capital Investment Advisors, LLC. This material is for educational purposes only and is not investment advice. Advisory services offered through Prime Capital Investment Advisors, LLC, a federally registered investment adviser | 6201 College Blvd., 7th Floor, Overland Park, KS 66211. The views and opinions expressed in this book do not necessarily reflect the views and opinions of Prime Capital Investment Advisors, LLC or its affiliates. Prime Capital Investment Advisors, LLC and its associates do not provide tax or legal advice. All Trademarks referred to are the property of their respective owners.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Ricky Return to Team Page

Ricky Gleason

Ricky Gleason

Financial Advisor

    

LinkedIn

Ricky Gleason is a financial advisor for Prime Capital Investment Advisors (PCIA) in Boerne, TX. Ricky has worked in the financial services industry since 2006 and is passionate about doing the right things to serve his clients. He brings a wealth of experience in investments and wealth management to the Boerne team.

Prior to joining PCIA, Ricky was a regional private banker and later a financial advisor with Wells Fargo. As a regional banker he worked directly with the company’s high net worth client base to provide a full range of investment solutions and financial planning.

Ricky was raised in Boerne, Texas and after graduating from Boerne High School, he attended Texas A&M University in Kingsville, TX. Since then, he has furthered his education by obtaining his FINRA Series 66 license, as well as his Life and Health insurance license in the state of Texas.

Ricky is an active member of the Boerne community. He has served as a commissioner on the Planning & Zoning Committee for three years and serves on the board for the Boerne Boys & Girls Club. He also attends the 1910 church in Boerne. Recently, Ricky wrote a book titled "Small Business, Big Opportunities: Finding the Right Path to Business Growth and Financial Security". The book features interviews with 12 experienced small-business owners and professionals. The book has had great success rising to #1 Bestseller on Amazon.

Ricky enjoys spending time with his wife Shannan, and their three kids, Kaiden, Landen and Sophia. In his spare time, he enjoys hunting, fishing, golf and traveling.

 


Small Business, Big Opportunities: Finding the Right Path to Business Growth and Financial Security; Copyright © 2020 Ricky Gleason. At the time of publication, Mr. Gleason is also an investment adviser representative through Prime Capital Investment Advisors, LLC. This material is for educational purposes only and is not investment advice. Advisory services offered through Prime Capital Investment Advisors, LLC, a federally registered investment adviser | 6201 College Blvd., 7th Floor, Overland Park, KS 66211. The views and opinions expressed in this book do not necessarily reflect the views and opinions of Prime Capital Investment Advisors, LLC or its affiliates. Prime Capital Investment Advisors, LLC and its associates do not provide tax or legal advice. All Trademarks referred to are the property of their respective owners.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Ricky Return to Team Page

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