Ryan Smith, financial advisor Loveland CO

Ryan Smith

CRD Number: 5793428
Current Firm: Primerica Advisors

Ryan Smith (CRD# 5793428) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Loveland, CO Sep 2019 - Current 4
Primerica Financial Services Loveland, CO Nov 2009 - Current 14
Sears Real Estate Greeley, CO Jun 2019 - Jul 2019 < 1
The Prudential Insurance Company Of America Greeley, CO Apr 2018 - Jul 2019 1
Pruco Securities, LLC Greeley, CO Apr 2018 - Jul 2019 1
Raymond James Financial Services Advisors Inc. Eaton, CO Feb 2017 - Mar 2018 1
Raymond James Financial Services, Inc. Eaton, CO Jan 2017 - Mar 2018 1
Bank Of Colorado Greeley, CO Jan 2017 - Mar 2018 1
Thrivent Financial For Lutherans Appleton, WI Jun 2012 - Jan 2017 4
Thrivent Investment Management Inc. Greeley, CO Mar 2012 - Jan 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Ryan P. Smith
Phone Number: 833-786-0550
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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