Ryan Dunlap (CRD# 2761374) is an Investment Advisor Representative working at Wealthbridge Capital Management, LLC in Westerville, OH and has over 27 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthbridge Capital Management, LLC | Englewood, FL | Aug 2018 - Current | 5 |
| Private Client Services, LLC | Westerville, OH | Aug 2018 - May 2020 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Aug 2018 | 3 |
| Morgan Stanley Smith Barney | Dublin, OH | Jun 2009 - Aug 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- OH
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Total Assets Under Management468MILLIONS
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Total Number of Accounts1,595ACCOUNTS
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Average Account Value$293,286
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, LA, MI, NE, NY, OH, PA, TX
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