Ryan Wyatt (CRD# 6686091) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has over 7 years of experience in the finance industry. Ryan Wyatt 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# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Wealth Design, LLC | Akron, OH | Nov 2020 - Current | 3 |
| Charles Schwab Bank | Richmond, VA | Apr 2019 - Nov 2020 | 1 |
| Charles Schwab & Company, Inc. | Richmond, VA | Apr 2019 - Oct 2020 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2016 - Mar 2019 | 2 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2012 - Jul 2016 | 3 |
| The Aroundcampus Group | Chapel Hill, NC | May 2015 - Aug 2015 | < 1 |
| Casper Colosimo & Son, Inc. | Pittsburgh, PA | Jun 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- PA
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Total Assets Under Management561MILLIONS
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Total Number of Accounts1,537ACCOUNTS
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Average Account Value$365,048
- 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
- Pension consulting services
- Educational seminars/workshops
FL, GA, LA, NC, NY, OH, PA, PR, SC, TX, VA
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