Ryan Felde, financial advisor Irving TX
96 score

Ryan Felde

CRD Number: 5308222
Current Firm: United Capital Financial Advisers

Ryan Felde (CRD# 5308222) is an Investment Advisor Representative working at United Capital Financial Advisers in Irving, TX and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Oct 2014 - Current 2
Canterbury Consulting, Inc. Newport Beach, CA Dec 2012 - Oct 2014 1
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2010 - Dec 2012 2
Ltc Financial Partners Lake Forest, CA Jul 2009 - May 2010 < 1
Unemployed Lake Forest, CA Mar 2009 - Jun 2009 < 1
Marcus & Millichap Encino, CA Jan 2008 - Feb 2009 1
Unemployed Lake Forest, CA Jun 2007 - Dec 2007 < 1
Merrill Lynch La Jolla, CA Jan 2007 - May 2007 < 1
San Diego State University San Diego, CA Sep 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Ryan P. Felde
Phone Number: 949-999-8500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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