Ryan Smith (CRD# 5066531) is an Investment Advisor Representative working at Beacon Wealthcare LLC in Raleigh, NC and has over 16 years of experience in the finance industry. Ryan Smith 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Wealthcare LLC | Raleigh, NC | Feb 2021 - Current | 3 |
| Beacon Wealthcare, Inc. | Raleigh, NC | Feb 2018 - Feb 2021 | 3 |
| Raymond James Financial Services Advisors Inc. | Cary, NC | Nov 2013 - Feb 2018 | 4 |
| Raymond James Financial Services, Inc. | Cary, NC | Oct 2013 - Feb 2018 | 4 |
| Stonegate Financial | Cary, NC | Oct 2013 - Feb 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- NC
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts858ACCOUNTS
-
Average Account Value$264,616
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, MA, NC, NH, NY, SC, TX, VA
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