Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 13 years of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Current | 7 |
| Rjr & Associates LLC | Cedar Falls, IA | Jan 2015 - Current | 9 |
| Rda Financial Network | North Liberty, IA | Mar 2011 - Current | 13 |
| Yanits And Associates Insurance Agency | Cedar Falls, IA | Mar 2009 - Current | 15 |
| Yantis And Associates Insurance Agency | Cedar Falls, IA | Nov 2008 - Current | 15 |
| Yantis And Associates Financial Advisors | Cedar Falls, IA | Jan 2005 - Current | 19 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2010 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- IA
- NE
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts3,315ACCOUNTS
-
Average Account Value$148,930
- 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
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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