Ryan Morehead, financial advisor Houston TX

Ryan Morehead

CRD Number: 6264156
Current Firm: On Investment Management Co

Ryan Morehead (CRD# 6264156) is an Investment Advisor Representative working at On Investment Management Co in Houston, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Sep 2016 - Current 5
The Fitzpatrick Group Houston, TX Mar 2016 - Current 5
Ohio National Financial Services Cincinnati, OH Dec 2015 - Current 6
Sagepoint Financial Houston, TX Aug 2015 - Mar 2016 < 1
Aig Financial Network Houston, TX Jun 2015 - Mar 2016 < 1
State Farm Vp Management Corp Houston, TX Jun 2014 - May 2015 < 1
Ryan Morehead Insurance Agency Houston, TX Jun 2014 - May 2015 < 1
State Farm Insurance Richmond, TX Oct 2013 - Jun 2014 < 1
State Farm Vp Management Corp. Richmond, TX Oct 2013 - Jun 2014 < 1
Unemployed Richmond, TX Mar 2013 - Oct 2013 < 1
Jag Flocomponents Stafford, TX May 2012 - Mar 2013 < 1
Universalpegasus International Houston, TX Apr 2006 - Apr 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Ryan J. Morehead
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,163
    MILLIONS
  • Total Number of Accounts
    13,977
    ACCOUNTS
  • Average Account Value
    $154,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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