Ryan ThomsenCRD Number: 5438732
Current Firm: Oak City Consulting, LLC
Compensation Model: Fee Only
Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Edward Jones||St Louis, MO||Jun 2010 - May 2015||4|
|Fidelity Brokerage Services LLC||Cary, NC||Jan 2008 - Jun 2010||2|
|Fidelity Investments Institutional Services Company, Inc.||Cary, NC||Sep 2007 - Jan 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management340MILLIONS
Total Number of Accounts164ACCOUNTS
Average Account Value$2,070,151
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, FL, GA, NC, NM, TX
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