Ryan Perry, financial advisor Ontario CA

Ryan Perry

CRD Number: 4248079
Current Firm: Falcon Wealth Planning, Inc.

Ryan Perry (CRD# 4248079) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 20 years of experience in the finance industry. Ryan Perry 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.

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Professional Designations
Company Name Location Dates Years
Falcon Wealth Planning Ontario, CA Jan 2021 - Current < 1
Falcon Wealth Planning, Inc. Ontario, CA Jan 2021 - Current < 1
Bank Of America, N.a. Upland, CA Dec 2013 - Current 7
Merrill Lynch Pierce Fenner & Smith Incorporated Upland, CA Nov 2013 - Current 7
Merrill Edge Ontario, CA Nov 2013 - Jan 2021 7
Metlife Pasadena, CA Sep 2011 - Oct 2013 2
Casting Associates Rancho Cucomonga, CA May 2007 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Ryan C. Perry
Phone Number: 855-963-2526
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    1,356
    ACCOUNTS
  • Average Account Value
    $165,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NH, NV, TX

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