Ryan Ortega, financial advisor Manhattan Beach CA

Ryan Ortega

CRD Number: 5045638
Current Firm: Third Line Financial Planning

Ryan Ortega (CRD# 5045638) is an Investment Advisor Representative working at Third Line Financial Planning in Manhattan Beach, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Third Line Financial Planning LLC Manhattan Beach, CA Oct 2021 - Current < 1
Self-employed Manhattan Beach, CA Aug 2013 - Oct 2021 8
Wilshire Associates Manhattan Beach, CA Dec 2011 - Aug 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Ryan C. Ortega
Phone Number: 310-890-3673
Registered State(s):
  • CA
Current Firm Details
Third Line Financial Planning
Firm's CRD Number: 317649
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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