John RyanCRD Number: 4482262
Current Firm: Acorn Financial Advisory Services, Inc.
John Ryan (CRD# 4482262) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 15 years of experience in the finance industry. John Ryan 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Acorn Financial Advisory Services, Inc.||Fairfax, VA||Feb 2014 - Current||3|
|Dominion Wealth Management||Reston, VA||Mar 2007 - Current||10|
|Ryan & Coppola, LLP||Fairfax, VA||Oct 1989 - Current||28|
|Main Street Securities, LLC||Reston, VA||Mar 2007 - Dec 2007||< 1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Nov 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management407MILLIONS
Total Number of Accounts1,260ACCOUNTS
Average Account Value$323,367
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA
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