Ross Ryan (CRD# 6837602) is an Investment Advisor Representative working at Edelman Financial Engines in Arden, NC and has over 6 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Asheville, NC | Oct 2021 - Aug 2022 | < 1 |
| Innovation Partners LLC | Charlotte, NC | Oct 2020 - Sep 2021 | < 1 |
| Prosperity Capital Advisors | Westlake, OH | Feb 2020 - Jul 2021 | 1 |
| Mercap Securities, LLC | Paoli, PA | Feb 2020 - Nov 2020 | < 1 |
| Unemployed | Arden, NC | Sep 2019 - Feb 2020 | < 1 |
| Edward Jones | St Louis, MO | Aug 2017 - Sep 2019 | 2 |
| Field And Stream | Asheville, NC | Jul 2015 - Jul 2017 | 2 |
| Nantahala Outdoor Center | Asheville, NC | Jun 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- NC
- TX
-
Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
-
Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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