Ryan Bass (CRD# 7430622) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| Townsquare Capital | Provo, UT | May 2022 - Jun 2023 | 1 |
| Mml Investors Services LLC | Scottsdale, AZ | Dec 2021 - May 2022 | < 1 |
| Massmutual Life Insurance Company | Scottsdale, AZ | Nov 2020 - May 2022 | 1 |
| Unemployment | Scottsdale, AZ | Apr 2020 - Aug 2020 | < 1 |
| Oc Pup Scouts | Newport Beach, CA | Jan 2020 - Mar 2020 | < 1 |
| University Of Arizona | Tucson, AZ | Jun 2015 - Dec 2019 | 4 |
| J. Paul Builders | Baltimore, MD | May 2016 - Aug 2016 | < 1 |
| Lacrosse Unlimited | Rockville, MD | Feb 2015 - May 2015 | < 1 |
| Thomas Sprigg Wootton High School | Rockville, MD | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AZ
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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