Ryan McNeill (CRD# 6923105) is an Investment Advisor Representative working at Insight Folios in Fort Gratiot, MI and has over 6 years of experience in the finance industry.
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
CRD# 4630442
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Life Financial | Dr., Fort Gratiot, MI | Jun 2022 - Current | 1 |
| Insight Folios | Fort Gratiot, MI | Mar 2021 - Current | 3 |
| Great Lakes Insurance | Port Huron, MI | Sep 2013 - May 2022 | 8 |
| Brookstone Capital Management | Wheaton, IL | Mar 2018 - Mar 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- MI
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA
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