Ryan Faria (CRD# 6965730) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Tulsa, OK and has over 5 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 |
|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston, MA | May 2018 - Current | 6 |
| Td Bank | Phillipsburg, NJ | Aug 2017 - May 2018 | < 1 |
| Burlington Coat Factory | Wayne, NJ | Jan 2017 - May 2017 | < 1 |
| William Paterson University | Wayne, NJ | Aug 2015 - May 2017 | 1 |
| Massmutual | Canter Valley, PA | Jun 2016 - Aug 2016 | < 1 |
| H&m | Phillipsburg, NJ | Sep 2013 - Jan 2016 | 2 |
| Raritan Valley Community College | North Branch, NJ | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- AR
- MA
- OK
-
Total Assets Under Management427,058MILLIONS
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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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