Ryan DantinneCRD Number: 4498019
Current Firm: Sterne Agee Investment Advisor Services, Inc.
Ryan Dantinne (CRD# 4498019) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jun 2016 - Current||1|
|Sterne Agee||Charlotte, NC||Feb 2012 - Current||5|
|Synergy Invetment Group, LLC||Charlotte, NC||Mar 2010 - Feb 2012||1|
|Fifth Third Securities||Cornelius, NC||Jun 2008 - Mar 2010||1|
|First Charter Bank||Charlotte, NC||Jul 2006 - Jun 2008||1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Jul 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management845MILLIONS
Total Number of Accounts5,829ACCOUNTS
Average Account Value$144,938
- 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)
- Market timing services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV