Ryan AlderferCRD Number: 5172171
Current Firm: Boone Wealth Advisors, LLC
Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 15 years of experience in the finance industry. Ryan Alderfer 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.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Boone Wealth Advisors, LLC||Bellevue, WA||Oct 2016 - Current||6|
|Lpl Financial, LLC||Bellevue, WA||Oct 2016 - Current||6|
|Key Investment Services||Seattle, WA||Sep 2013 - Sep 2016||3|
|Unemployed||Lake Stevens, WA||Mar 2013 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management257MILLIONS
Total Number of Accounts570ACCOUNTS
Average Account Value$450,216
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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