James RyanCRD Number: 1082895
Current Firm: Destra Capital Advisors LLC
James Ryan (CRD# 1082895) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 38 years of experience in the finance industry.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Destra Capital Investments LLC||Chicago, IL||Sep 2018 - Current||3|
|Destra Capital Advisors, LLC||Chicago, IL||Sep 2018 - Current||3|
|Stratera Holdings LLC||Dallas, TX||Aug 2014 - Sep 2018||4|
|Self Employed - Consultant||Burr Ridge, IL||Jul 2013 - Aug 2014||1|
|Invesco Advisers, Inc.||Atlanta, GA||Jul 2011 - Jun 2013||1|
|Invesco Distributors, Inc.||Houston, TX||Jun 2010 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management174MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$58,086,062
- 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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