Ryan Lew (CRD# 5923392) is an Financial Advisor/Partner working at Tetralogy Financial Planning Group in Eugene, OR and has over 8 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Eugene, OR | Nov 2020 - Current | 3 |
| Arbor Point Advisors | Eugene, OR | Nov 2020 - Current | 3 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2020 - Nov 2020 | < 1 |
| Lpl Financial LLC | Eugene, OR | Feb 2012 - Jan 2020 | 7 |
| Oregon Community Credit Union | Eugene, OR | Mar 2011 - Jan 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- OR
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Total Assets Under Management6,930MILLIONS
-
Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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