Ryan Berns (CRD# 6078271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chandler, AZ | Aug 2015 - Current | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jun 2015 - Current | 8 |
| Accounting Wizards LLC | Mesa, AZ | May 2013 - Jun 2015 | 2 |
| Arizona State University Student Investment Management Fund | Tempe, AZ | Aug 2014 - May 2015 | < 1 |
| Arizona State University | Tempe, AZ | May 2011 - May 2015 | 4 |
| Axa | Scottsdale, AZ | Jan 2015 - Apr 2015 | < 1 |
| Scottsdale Insurance Company | Scottsdale, AZ | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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