Ryan DuganCRD Number: 6215034
Current Firm: Strategic Advisers, Inc.
Ryan Dugan (CRD# 6215034) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Jun 2013 - Current||4|
|Kearns Oquirrh Park Fitness Center||Kearns, UT||Jan 2011 - Jun 2013||2|
|Kearns Oquirrh Park Fitness Center||Kearns, UT||May 2008 - Jun 2013||5|
|America First Credit Union||South Jordan, UT||May 2012 - May 2013||1|
|Kearns Oquirhh Park Fitness Center||Kearns, UT||May 2006 - May 2012||6|
|West Jordan High School||West Jordan, UT||Aug 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY