Ryan BelcherCRD 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 9 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Northwestern Mutual Investment Services,llc
Oneamerica Securities, Inc.
|Comprehensive Financial Consultants Institutional, Inc.||Bloomington, IN||Nov 2013 - Current||3|
|J.w. Cole Financial, Inc.||Tampa, FL||May 2013 - Current||4|
|J.w. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||4|
|Comprehensive Financial Consultants||Bloomington, IN||May 2007 - Current||10|
|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|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Selection of other advisers (including private fund managers)
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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