Rick Stephen Skelly

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 08/2017
  Barney & Barney, Llc
  San Diego, CA
• 08/2017 → Present
  Marsh & Mclennan Agency
  San Diego, CA
• 05/2000 → 07/2018
  Sagepoint Financial Inc
  San Diego, CA
• 01/2002 → 07/2018
  Barney & Barney / Mma
  San Diego, CA
• 08/1996 → 07/2018
  Sagepoint Financial, Inc.
  San Diego, CA
• 07/2018 → Present
  Mma Securities Llc
  San Diego, CA

Other Businesses

The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-23
• S63 Uniform Securities Agent State Law Examination
  2000-05-05