Ryan Masterson (CRD# 6176965) is an Investment Advisor Representative working at Northrock Partners, LLC in Issaquah, WA and has over 10 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northrock Partners | San Fransicso, CA | Oct 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | San Francisco, CA | Apr 2020 - Oct 2023 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2019 - Apr 2020 | < 1 |
| First Allied Advisory Services, Inc. | San Diego, CA | Oct 2019 - Apr 2020 | < 1 |
| Ameriprise Financial Services, Inc. | San Francisco, CA | Feb 2014 - Oct 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- CA
- WA
-
Total Assets Under Management5,799MILLIONS
-
Total Number of Accounts11,981ACCOUNTS
-
Average Account Value$484,001
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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