Ryan Naugle (CRD# 4392246) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 22 years of experience in the finance industry. Ryan Naugle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2016 - Current | 7 |
| Advice & Planning Services LLC | Greensburg, PA | Apr 2016 - Current | 8 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2015 - Apr 2016 | 1 |
| Tiaa | Pittsburgh, PA | Aug 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
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- PA
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Total Assets Under Management134MILLIONS
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Total Number of Accounts594ACCOUNTS
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Average Account Value$225,369
- 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
PA
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