Ryan Riffe, financial advisor San Antonio TX
90 score

Ryan Riffe

CRD Number: 6025818
Current Firm: Swbc Investment Company

Ryan Riffe (CRD# 6025818) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Swbc Investment Services LLC San Antonio, TX Aug 2015 - Current 1
Swbc Investment Company San Antonio, TX Aug 2015 - Current 1
Advisors Asset Management, Inc. Monument, CO Feb 2012 - Current 4
Somersworth School District Somerworth, NH Dec 2011 - Jan 2012 < 1
Island Cruises Rye, NH May 2011 - Oct 2011 < 1
Connecticut College New London, CT Aug 2010 - May 2011 < 1
Rye Harborside Rye, NH May 2010 - Aug 2010 < 1
Connecticut College New London, CT Aug 2009 - May 2010 < 1
Rye Harborside Rye, NH Aug 2008 - Aug 2009 1
Connecticut College New London, CT Aug 2007 - May 2008 < 1
Rye Harborside Rye, NH May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Ryan G. Riffe
Phone Number: 210-321-7252
Firm Website: https://www.swbc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $530,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, CA, FL, LA, MD, MN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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