Ryan Sanford (CRD# 6404567) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 3 years of experience in the finance industry.
CRD# 4131458
Kleinsmith Resource Management, LLC
Score
101
CRD# 3070826
Sheppard Wealth Management, LLC
Score
98
CRD# 5412627
Securities America Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevation Capital Advisory, LLC | Bend, OR | Feb 2017 - Current | 1 |
| Elevation Capital Advisory, LLC | Bend, OR | Mar 2016 - Current | 2 |
| Elevation Capital Strategies, Inc. | Bend, OR | Oct 2014 - Current | 3 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2014 - Jul 2017 | 2 |
| High Tide Seafoods, Inc. | Port Angeles, WA | Mar 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- OR
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts600ACCOUNTS
-
Average Account Value$84,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
ID, OR
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