Ryan OrtegaCRD 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.
Grove Point Advisors, LLC
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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