Ryan BeckhamCRD Number: 6042209
Current Firm: Telos Capital Management, Inc.
Ryan Beckham (CRD# 6042209) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Telos Capital Management, Inc.||San Diego, CA||Jul 2013 - Current||4|
|Academy Securities, Inc.||San Diego, CA||Feb 2012 - Jul 2013||1|
|Nicholas Investment Partners||Rancho Santa Fe, CA||Dec 2007 - Nov 2011||3|
|Vantage Point Advisors||San Diego, CA||Jun 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management456MILLIONS
Total Number of Accounts1,213ACCOUNTS
Average Account Value$375,765
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, HI, NH, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.