Ryan RichardsonCRD Number: 6055892
Current Firm: Weatherly Asset Management
Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Weatherly Asset Management||Del Mar, CA||Oct 2012 - Current||5|
|Lpl Financial||San Diego, CA||Apr 2012 - Jun 2012||< 1|
|Student||San Diego, Ca, CA||Sep 2009 - Apr 2012||2|
|Student||Santa Barbara, CA||Mar 2009 - Jun 2009||< 1|
|Abercrombie & Fitch||Santa Barbara, CA||Aug 2008 - Mar 2009||< 1|
|Rhuel||Honolulu, HI||May 2008 - Aug 2008||< 1|
|Student||Encinitas, CA||Aug 2006 - May 2008||1|
|Target||Encinitas, CA||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management549MILLIONS
Total Number of Accounts1,140ACCOUNTS
Average Account Value$481,965
- A percentage of assets under your management
- 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
AZ, CA, NY, TX, WA
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