Ryan Schulte (CRD# 5100838) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 17 years of experience in the finance industry. Ryan Schulte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Gilbert, AZ | Aug 2023 - Current | < 1 |
Park Avenues Securities | Gilbert, AZ | Aug 2023 - Current | < 1 |
Guardian Life Insurance Company | San Diego, CA | Oct 2021 - Current | 2 |
Park Avenue Securities | San Diego, CA | Oct 2021 - Current | 2 |
Park Avenue Securities | Scottsdale, AZ | Jan 2020 - Aug 2023 | 3 |
Guardian Life Insurance | Scottsdale, AZ | Jan 2020 - Aug 2023 | 3 |
Guardian Life Insurance | La Jolla, CA | Jul 2019 - Oct 2021 | 2 |
Park Avenue Securities | La Jolla, CA | Jul 2019 - Oct 2021 | 2 |
Guardian Life Insurance Company | North Fork, CA | Feb 2016 - Jul 2019 | 3 |
Park Avenue Securities LLC | North Fork, CA | Feb 2016 - Jul 2019 | 3 |
Guardian Life Insuranc Company | Fresno, CA | Nov 2014 - Sep 2016 | 1 |
Park Avenue Securities LLC | Fresno, CA | Nov 2014 - Sep 2016 | 1 |
Guardian Life Insurance Co Of America | Irvine, CA | Jul 2013 - Nov 2014 | 1 |
Park Avenue Securities LLC | Irvine, CA | Jul 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2006 |
S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- AZ
- CA
- DC
- FL
- GA
- MI
- MO
- NE
- NH
- NY
- SC
- TX
- WA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- 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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