James Ryan (CRD# 1907334) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Tulsa, OK and has over 35 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor, Townsend, & Kent | Horsham, PA | Aug 2003 - Current | 20 |
| Penn Mutual | Horsham, PA | Aug 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- OK
- TX
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Total Assets Under Management6,864MILLIONS
-
Total Number of Accounts30,467ACCOUNTS
-
Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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