Ryan Sanford (CRD# 6404567) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Bend, OR and has over 3 years of experience in the finance industry.
CRD# 3070826
Sheppard Wealth Management, LLC
Score
98
CRD# 1250085
Lpl Financial LLC
Score
96
CRD# 4522725
Capstone Wealth Management Group, LLC
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevation Capital Advisory, LLC | Bend, OR | Mar 2016 - Current | 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2014 - Current | 3 |
| Elevation Capital Strategies, Inc. | Bend, OR | Oct 2014 - Current | 3 |
| High Tide Seafoods, Inc. | Port Angeles, WA | Mar 2007 - Sep 2014 | 7 |
| Independent Bible Church | Port Angeles, WA | Feb 2000 - Mar 2007 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- OR
-
Total Assets Under Management5,864MILLIONS
-
Total Number of Accounts66,671ACCOUNTS
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Average Account Value$87,959
- 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)
- Educational seminars/workshops
- Other
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
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