Ryan Valentine, financial advisor Indianapolis IN

Ryan Valentine

CRD Number: 2733351
Current Firm: Charles Schwab & Company, Inc.

Ryan Valentine (CRD# 2733351) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry.

Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
William Abbott, financial advisor Indianapolis IN
William C. Abbott
CRD# 6394717
Sanctuary Advisors, LLC
Similar Advisors
Ali Abdul-Rahman, financial advisor Indianapolis IN
Ali Abdul-Rahman
CRD# 1660255
Park Avenue Securities LLC
Company Name Location Dates Years
Charles Schwab Bank Ssb Indianapolis, IN May 2021 - Current 3
Charles Schwab & Company, Inc. Indianapolis, IN Apr 2019 - Current 5
Puppy Pitstop Speedway, IN Jan 2014 - Current 10
Ey Indianapolis, IN Mar 2015 - Feb 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
S63 Uniform Securities State Law Examination Sep 2019
S65 NASAA Investment Advisors Law Examination Jun 2017
Disclosure Information

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
Contact Info for Ryan L. Valentine
Phone Number: 415-667-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.