Ryan Penniman, financial advisor Phoenix AZ
89 score

Ryan Penniman

CRD Number: 6271304
Current Firm: Mra Associates

Ryan Penniman (CRD# 6271304) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mra Associates Phoenix, AZ May 2012 - Current 4
Pinnacle Hs/az State Univ Phoenix/tempe, AZ Jan 2003 - May 2013 10
Fogel Genz & Associates Phoenix, AZ Jan 2011 - Oct 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Ryan C. Penniman
Phone Number: 602-468-1232
Firm Website: http://mraassociates.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    2,365
    MILLIONS
  • Total Number of Accounts
    1,577
    ACCOUNTS
  • Average Account Value
    $1,499,644
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, NH, NV, NY, TX, UT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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