Ryan Stith (CRD# 5532764) is an Investment Advisor Representative working at Pivot Point Wealth Planning in Brandenburg, KY and has over 15 years of experience in the finance industry. Ryan Stith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6656510
Brookstone Financial
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 6900594
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pivot Point Wealth Planning | Lexington, KY | Jan 2017 - Current | 7 |
| Foresters Financial Services | Lexington, KY | Jan 2016 - Feb 2017 | 1 |
| Foresters Advisory Services LLC | Lexington, KY | Sep 2015 - Feb 2017 | 1 |
| First Investors Corporation | Lexington, KY | Aug 2014 - Jan 2016 | 1 |
| First Investors Corp | Lexington, KY | Apr 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- IN
- KY
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$94,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IN, KY
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