Ryan ColeCRD Number: 6062869
Current Firm: Citrine Capital
Compensation Model: Fee Only
Ryan Cole (CRD# 6062869) is an Fee Only Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ working at Citrine Capital, LLC in San Francisco, CA. Ryan has over 6 years of experience in the finance industry. 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Citrine Capital, LLC||San Francisco, CA||Apr 2014 - Current||6|
|Ameritas Investment Corp||Lincoln, NE||May 2012 - May 2014||2|
|Ameritas Life Insurance Corp||Lincoln, NE||May 2012 - May 2014||2|
|Self-employed||San Francisco, CA||Jun 2008 - Apr 2012||3|
|University Of San Francisco||San Francisco, CA||Feb 2009 - Feb 2011||2|
|Club One Fitness/jewish Community Center||San Francisco, CA||Dec 2007 - Jun 2009||1|
|Bryn Athyn College||Bryn Athyn, PA||Mar 2007 - Jun 2007||< 1|
|Academy Of The New Church Elementary School||Bryn Athyn, PA||Mar 2007 - Jun 2007||< 1|
|Academy Of The New Church High School||Bryn Athyn, PA||Oct 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management109MILLIONS
Total Number of Accounts233ACCOUNTS
Average Account Value$467,906
- 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
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