Randy RyanCRD Number: 5337389
Current Firm: Mason Investment Advisory Services Inc.
Randy Ryan (CRD# 5337389) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Mason Investment Advisory Services, Inc.||Reston, VA||Apr 2007 - Current||10|
|Watkins, Meegan, Drury & Co||Bethesda, MD||Mar 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
Total Assets Under Management4,809MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$4,682,548
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI