Rick has been with Davenport for more than 19 years. Prior to joining the firm, he worked for nine years in Investment Sales for Wachovia. He is Series 7, 63, 66 and 52 registered.
Rick helps clients achieve their financial goals with custom investment advice and outstanding personal service. He offers a wide range of financial planning services and investment solutions. By taking the time to understand what clients want to achieve with their assets, he offers highly personalized planning and investment advice. This approach allows Rick to choose the most appropriate investments to serve as a road map for pursuing each client’s financial goals.
Rick graduated from Florida State University in 1991 and earned his MBA from Lehigh University in 1993. He is a Board Member and Investment Committee Chair for the Richmond Jewish Foundation and Board Member of Temple Mishkan Israel (Selma, AL). Rick served on the board of Westwood Club. He and his wife, Lisa, have two children, Lev and Ari.
All investing carries risk.
Rick Looney is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Alabama, Arizona, Arkansas, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wisconsin.