Ryan JordanCRD Number: 6506269
Current Firm: Planmember Securities Corporation
Ryan Jordan (CRD# 6506269) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 6 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Unionbanc Investment Services, LLC
Lincoln Financial Advisors Corporation
|Planmember Securities Corporation||Carpinteria, CA||Feb 2019 - Current||2|
|Financial Alternatives||Spokane, WA||Feb 2019 - Current||2|
|Ryan Jordan (self Employed)||Spokane, WA||Feb 2019 - Current||2|
|Foresters Advisory Services||Beaverton, OR||Nov 2017 - Feb 2019||1|
|Foresters Financial Services||Beaverton, OR||Nov 2015 - Feb 2019||3|
|First Investors Corporation||Beaverton, WA||Jun 2015 - Nov 2015||< 1|
|Uber||Spokane, WA||Apr 2015 - Sep 2015||< 1|
|Us Foods||Fife, WA||Feb 2012 - Jun 2015||3|
|Primerica||Spokane, WA||Dec 2014 - Feb 2015||< 1|
|Unemployed||Spokane, WA||Oct 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
|S63||Uniform Securities State Law Examination||Aug 2015|
Total Assets Under Management6,187MILLIONS
Total Number of Accounts59,794ACCOUNTS
Average Account Value$103,469
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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