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 23 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 3
Falcon Wealth Planning, Inc. Ontario, CA Jan 2021 - Current 3
Bank Of America, N.a. Upland, CA Dec 2013 - Current 10
Merrill Lynch Pierce Fenner & Smith Incorporated Upland, CA Nov 2013 - Current 10
Merrill Edge Ontario, CA Nov 2013 - Jan 2021 7
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
    826
    MILLIONS
  • Total Number of Accounts
    4,424
    ACCOUNTS
  • Average Account Value
    $186,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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