Ryan RansomCRD Number: 6472383
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Ryan strives to be the best man, husband, and father possible, and to help others become the best versions of themselves. His mission in life is to love others and make a positive impact in their lives. As a result, he helps a select group of highly successful professionals and business owners who aspire to make a positive impact, live a life of excellence, and leave a legacy for their family and community.
As a financial advisor, his goal is to understand what’s important to you, using an established process to help you organize, build, insure and one day transfer your wealth successfully.
Ryan began his career as a financial advisor at Edward Jones in August of 2015 and was there until January of 2022. He earned the AAMS® professional designation in December of 2018 from the College for Financial Planning. In 2021, he became a CFP® professional*, and in early 2022, earned the Chartered Financial Consultant® designation through the American College for Financial Planning. In January of 2022, he transitioned his business and affiliated with Raymond James Financial Services as an independent financial advisor, teaming up with Oak Crest Advisors.
Originally from Virginia, Ryan has lived in Texas since 2003. he attended the University of North Texas and graduated magna cum laude in 2007 with a bachelor’s in music education. Music is still a big part of his life and his wife, Amanda, is still a music educator. They have three children, Charlotte, Michael, and Eleanor and have lived in the Austin area since 2008. Active in his church community, St. Vincent de Paul, Ryan lectors on Sunday mornings and is a member of the Knights of Columbus. He enjoys spending time with his family and friends, music, climbing, good food, movies, and a good book.
Ryan Ransom (CRD# 6472383) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Hill, TX and has over 6 years of experience in the finance industry. Ryan Ransom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Independent Advisor Alliance, LLC
|Ransom Financial Services LLC||Killeen, TX||Mar 2022 - Current||1|
|Raymond James Financial Services, Inc.||Liberty Hill, TX||Jan 2022 - Current||1|
|Raymond James Financial Services Advisors, Inc.||Liberty Hill, TX||Jan 2022 - Current||1|
|Oak Crest Financial||Liberty Hill, TX||Jan 2022 - Current||1|
|Edward Jones||St Louis, MO||Apr 2015 - Jan 2022||6|
|First Shred, LLC||Austin, TX||Jan 2014 - Apr 2015||1|
|Ryan Ransom Voiceover Productions||Austin, TX||Dec 2011 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2015|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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