Ryan West (CRD# 6096123) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Gilbert, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Institutions, Inc. | Meriden, CT | Nov 2023 - Current | < 1 |
| Arizona Federal Credit Union | Mesa, AZ | Mar 2016 - Current | 8 |
| Cuso Financial Services, LP | San Diego, CA | Mar 2016 - Nov 2023 | 7 |
| Lpl Financial | Charlotte, NC | Jul 2012 - Feb 2016 | 3 |
| Desert Schools Federal Credit Union | Phoenix, AZ | Jul 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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