Ryan Greenlee (CRD# 7601500) is an Investment Advisor Representative working at Barrett Capital Management,llc in Richmond, VA and has 1 year of experience in the finance industry. Ryan Greenlee 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# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barrett Capital, LLC | Midlothian, VA | Jun 2022 - Current | 1 |
| Barrett Capital Management, LLC | Midlothian, VA | Jun 2022 - Current | 1 |
| Jones Lang Lasalle | Richmond, VA | Dec 2016 - May 2022 | 5 |
| Mckesson | Richmond, VA | Jul 2013 - Nov 2016 | 3 |
- VA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$237,908
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, VA
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