Ryan Belcher, financial advisor Bloomington IN
93 score

Ryan Belcher

CRD Number: 5480934
Current Firm: J. W. Cole Advisors, Inc.

Ryan Belcher (CRD# 5480934) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bloomington, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN Nov 2013 - Current 3
J.w. Cole Financial, Inc. Tampa, FL May 2013 - Current 3
J.w. Cole Advisors, Inc. Tampa, FL May 2013 - Current 3
Comprehensive Financial Consultants Bloomington, IN May 2007 - Current 9
Sigma Planning Corporation Ann Arbor, MI Jun 2008 - May 2013 4
Sammons Securities Company LLC Ann Arbor, MI Jan 2008 - May 2013 5
Straight 2 Your Door Bloomington, IN Sep 2007 - Nov 2007 < 1
Marsh Supermarkets Bloomington, IN Aug 2002 - Aug 2007 5
Kelley,belcher & Brown Bloomington, IN May 2001 - Aug 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Ryan T. Belcher
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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