Ryan Ponsford, financial advisor San Diego CA

Ryan Ponsford

CRD Number: 4363535
Current Firm: Carmel Capital Partners, LLC

Ryan Ponsford (CRD# 4363535) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Carmel Capital Partners, LLC San Diego, CA Oct 2023 - Current < 1
303 Advisors, LLC San Diego, CA Apr 2014 - Oct 2023 9
Akili Capital San Diego, CA Dec 2011 - Oct 2023 11
Americna Advisors Group Irvine, CA Mar 2017 - Jul 2022 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Ryan S. Ponsford
Phone Number: 858-457-7544
Firm Website: http://www.carmelcap.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $1,856,441
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA, IL, LA, NH, TX, WA

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