James Ryan (CRD# 1082895) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 39 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Destra Capital Investments LLC | Bozeman, MT | Sep 2018 - Current | 5 |
| Destra Capital Advisors, LLC | Bozeman, MT | Sep 2018 - Current | 5 |
| Stratera Holdings LLC | Dallas, TX | Aug 2014 - Sep 2018 | 4 |
| Self Employed - Consultant | Burr Ridge, IL | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- IL
-
Total Assets Under Management300MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$99,845,980
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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