Ryan Gehsmann, financial advisor Greensboro NC

Ryan Gehsmann

CRD Number: 6201351
Current Firm: Adaptfirst Investments LLC

Ryan Gehsmann (CRD# 6201351) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 7 years of experience in the finance industry.

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Founders Financial Alliance, LLC
Company Name Location Dates Years
Adaptfirst Investments LLC Greensboro, NC Sep 2019 - Current 4
Various Insurance Carriers For W&r Insurance Agencies Columbia, SC Mar 2016 - Current 8
Penn Mutual Life Ins Co Horsham, PA Feb 2017 - Sep 2019 2
Hornor Townsend & Kent Inc. Horsham, PA Feb 2017 - Sep 2019 2
Waddell & Reed Inc. Columbia, SC Mar 2016 - Jan 2017 < 1
Ovations Winston-salem, NC Jul 2015 - Mar 2016 < 1
Student Columbia, SC Jun 2011 - Jul 2015 4
Cole Investment Group Winston-salem, NC Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Ryan C. Gehsmann
Phone Number: 336-937-0025
Registered State(s):
  • NY
  • NC
  • SC
  • TX
Current Firm Details
Adaptfirst Investments LLC
Firm's CRD Number: 289096
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    836
    ACCOUNTS
  • Average Account Value
    $66,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, FL, GA, IN, MD, NC, NY, OH, SC, TX

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