Ryan Thomsen
CRD Number: 5438732Current Firm: First Oak Wealth Management, 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Oak Wealth Management | Raleigh, NC | Apr 2017 - Current | 7 |
| Great Lakes & Atlantic Wealth Management And Advisory Partners | Charlotte, NC | Mar 2017 - Apr 2017 | < 1 |
| Oak City Consulting, LLC | Durham, NC | May 2015 - Mar 2017 | 1 |
| Edward Jones | St Louis, MO | Jun 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
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Total Assets Under Management253MILLIONS
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Total Number of Accounts609ACCOUNTS
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Average Account Value$415,183
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NC, SC
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