Ryan BurgessCRD Number: 5483482
Current Firm: Spc
Ryan Burgess (CRD# 5483482) is an Investment Advisor Representative working at Spc in Rocklin, CA and has over 4 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Spc||Ann Arbor, MI||Mar 2016 - Current||1|
|Parkland Securities, LLC||Ann Arbor, MI||Mar 2016 - Current||1|
|Principal Life Insurance Company||Roseville, CA||Aug 2015 - Feb 2016||< 1|
|Princor Financial Services Corporation||Roseville, CA||Aug 2015 - Feb 2016||< 1|
|Questar Capital Corporation||Minneapolis, MN||Mar 2014 - Aug 2015||1|
|Questar Asset Management||Minneapolis, MN||Mar 2014 - Aug 2015||1|
|Wells Fargo Advisors, LLC||El Dorado Hills, CA||Aug 2012 - Feb 2014||1|
|Tucker Advisory Group||Cameron Park, CA||Jun 2011 - Aug 2012||1|
|Stutsman Wealth Management||Sacramento, CA||Aug 2010 - Jun 2011||< 1|
|Wells Fargo Advisors||Walnut Creek, CA||Jan 2008 - Aug 2010||2|
|Iron Ryan Fitness||Danville, CA||Jan 2002 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management1,987MILLIONS
Total Number of Accounts11,707ACCOUNTS
Average Account Value$169,758
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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