Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 9 years of experience in the finance industry.
CRD# 6323477
Securities America Advisors, Inc.
CRD# 2174239
Securities America Advisors, Inc.
CRD# 1176667
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Current | 4 |
| Rjr & Associates LLC | Cedar Falls, IA | Jan 2015 - Current | 6 |
| Rda Financial Network | North Liberty, IA | Mar 2011 - Current | 9 |
| Yanits And Associates Insurance Agency | Cedar Falls, IA | Mar 2009 - Current | 11 |
| Yantis And Associates Insurance Agency | Cedar Falls, IA | Nov 2008 - Current | 12 |
| Yantis And Associates Financial Advisors | Cedar Falls, IA | Jan 2005 - Current | 16 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2010 - Jul 2016 | 5 |
| Yantis And Associates | Cedar Falls, IA | Nov 2008 - Jan 2012 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
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Total Assets Under Management510MILLIONS
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Total Number of Accounts3,285ACCOUNTS
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Average Account Value$155,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI
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