Ryan McGuane (CRD# 4946455) is an Investment Advisor Representative working at On Investment Management Co in Ashburnham, MA and has over 17 years of experience in the finance industry. Ryan McGuane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Jun 2011 - Current | 12 |
| Ohio National Financial Services | Cincinnati, OH | Feb 2011 - Current | 13 |
| Mml Investors Services, Inc. | Ashburnham, MA | May 2005 - Current | 18 |
| Massmutual Life Insurance Company | Ashburnham, MA | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- MA
- NC
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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