RBC Capital Markets
46yrs
Top advisor by experience in Lufkin
New
Kaleb Ricks
Financial advisor at Merrill
Kaleb Ricks is a fiduciary financial advisor in Lufkin, Texas, registered since Aug 2026. Kaleb joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 33 advisors with offices in Lufkin, and one of 28 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office4100 S Medford Dr Adp - Home Office, Lufkin, TX 75901
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowMerrillCurrent firm
Contact Kaleb
(800) 637-7455Firm headquarters in New York, NY. Ask for Kaleb. 4100 S Medford Dr Adp - Home OfficeLufkin, TX 75901Office · Get directions
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Questions to ask Kaleb
Tailored to Kaleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kaleb
How do I contact Kaleb?
Call Merrill at (800) 637-7455 and ask for Kaleb Ricks. Kaleb works from the Lufkin, TX office.
How long has Kaleb been a financial advisor?
Kaleb is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Kaleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kaleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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