Ryan Lawson, financial advisor Indianapolis IN
95 score

Ryan Lawson

CRD Number: 6367321
Current Firm: Money Concepts Advisory Service

Ryan Lawson (CRD# 6367321) is an Investment Advisor Representative working at Circle Financial Planning, Inc. in Indianapolis, IN and has 2 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Money Concepts Capital Corp. Indianapolis, IN Aug 2014 - Current 2
Forum Credit Union Fishers, IN Oct 2011 - Aug 2014 2
Union Savings And Loan Association Greenfield, IN Jan 2011 - Oct 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S7 General Securities Representative Examination (GS) Dec 2015
Contact Info for Ryan C. Lawson
Phone Number:
Registered State(s):
  • IN
  • MN
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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

Firm Disclaimer:

Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. 

Third party marks appearing herein are the property of their respective owners. 

Guarantees are subject to the claims-paying ability of the issuing insurance company 

Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.

All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC
© 1979-2010 Money Concepts International Inc.

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BADGES
95
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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