Ryan Allen, financial advisor Grand Rapids MI
92 score

Ryan Allen

CRD Number: 5567797
Current Firm: Financial Advisory Corporation

Ryan Allen (CRD# 5567797) is an Investment Advisor Representative working at Financial Advisory Corporation in Grand Rapids, MI and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Advisory Corporation Grand Rapids, MI Jun 2015 - Current 1
Ambs Investment Counsel, LLC Grand Rapids, MI Aug 2008 - May 2015 6
None Grand Rapids, MI Jun 2008 - Aug 2008 < 1
Summit Investment Guidance Partners Grand Rapids, MI Dec 2007 - Jun 2008 < 1
Founders Bank & Trust Grand Rapids, MI May 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Ryan M. Allen
Phone Number: 616-235-5260
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    451
    MILLIONS
  • Total Number of Accounts
    845
    ACCOUNTS
  • Average Account Value
    $533,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MI

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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