Ryan Conlin (CRD# 5789320) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 13 years of experience in the finance industry. Ryan Conlin 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# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iam Advisory LLC | Easton, PA | Mar 2020 - Current | 4 |
| Investment Advisors Asset Management, LLC | Easton, PA | Nov 2010 - Mar 2020 | 9 |
| Royal Alliance Associates, Inc. | Easton, PA | May 2010 - Mar 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- PA
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Total Assets Under Management572MILLIONS
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Total Number of Accounts2,719ACCOUNTS
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Average Account Value$210,533
- 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
AZ, CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA
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