Ryan Smith (CRD# 3102880) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 25 years of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 4429381
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northeast Planning Associates, Inc. | Newburyport, MA | Jun 2014 - Current | 9 |
| Lpl Financial LLC | Newburyport, MA | May 2014 - Current | 9 |
| Metlife Securities Inc. | Newburyport, MA | Sep 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- MA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- 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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