David Ryan (CRD# 1699287) is an Investment Advisor Representative working at Private Advisor Group, LLC in Millville, DE and has over 36 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Mar 2023 - Current | 1 |
| Compass Investment Advisors | Dover, DE | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Dover, DE | Jun 2022 - Current | 1 |
| Unemployed | Philadelphia, PA | Jan 2022 - Jun 2022 | < 1 |
| Philadelphia Gas Works | Philadelphia, PA | Jul 2016 - Dec 2021 | 5 |
| Unemployed | New Smyrna Beach, FL | May 2016 - Jun 2016 | < 1 |
| Cna Insurance | Maitland, FL | Jan 2006 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- DE
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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