Ryan Koenig (CRD# 6031816) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 5508035
Primerica Advisors
Score
101
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Capital Advisors | Denver, CO | Nov 2013 - Current | 3 |
| Trilogy Financial Services | Denver, CO | Feb 2012 - Oct 2013 | 1 |
| National Planning Corporation | Denver, CO | Feb 2012 - Oct 2013 | 1 |
| Wells Fargo Bank | Fort Collins, CO | Mar 2009 - Jan 2012 | 2 |
| Citifinancial | Silverthorne, CO | Mar 2008 - Mar 2009 | 1 |
| Elmwood Taco And Sub | Buffalo, NY | Apr 2004 - Aug 2008 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CO
- TX
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Total Assets Under Management2,128MILLIONS
-
Total Number of Accounts16,906ACCOUNTS
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Average Account Value$125,900
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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