Ryan Finnell (CRD# 5994461) is an Investment Advisor Representative working at Global Retirement Partners LLC in Moon Township, PA and has over 6 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International | Chicago, IL | Jun 2022 - Current | 1 |
| Global Retierment Partners | Moon Township, PA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Moon Township, PA | May 2022 - Current | 2 |
| Raymond James Financial Services Advisor, Inc. | Moon Township, PA | Feb 2018 - May 2022 | 4 |
| Raymond James Financail Services, Inc. | Moon Township, PA | Sep 2017 - Apr 2022 | 4 |
| Heritage Wealth Management LLC | Moon Township, PA | Jun 2016 - Apr 2022 | 5 |
| Raymons James Finacial Services, Inc. | Moon Township, PA | May 2017 - Sep 2017 | < 1 |
| Heritage Wealth Managment | Moon Township, PA | May 2013 - May 2017 | 4 |
| University Of Akron | Akron, OH | Jan 2013 - May 2017 | 4 |
| Open Airplane | New York, NY | May 2016 - Sep 2016 | < 1 |
| Aramark | Akron, OH | Jan 2015 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- PA
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Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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