Ryan SweeneyCRD Number: 6705874
Current Firm: Commonwealth Financial Network
Ryan Sweeney (CRD# 6705874) is an Investment Advisor Representative working at Commonwealth Financial Network in Monument, CO and has over 5 years of experience in the finance industry.
Accelerated Wealth Advisors LLC
T. Rowe Price Advisory Services, Inc.
Lpl Financial LLC
|Lang Investment Services||Monument, CO||Jan 2019 - Current||2|
|Commonwealth Financial Network||Waltham, MA||Jan 2019 - Current||2|
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2016 - Nov 2018||2|
|Cornell College||Mt. Vernon, IA||Aug 2012 - Jun 2016||3|
|Rbc Wealth Management||Wayzata, MN||Jun 2014 - Aug 2014||< 1|
|City Of Fallon||Fallon, NV||Feb 2010 - Aug 2012||2|
|Lance Johnson Inc.||Reno, NV||Jan 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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