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 | 2 |
| Elevation Capital Strategies, Inc. | Bend, OR | Oct 2014 - Current | 2 |
| 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
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.