Ryan Sowards, financial advisor Valley View OH

Ryan Sowards

CRD Number: 4897326
Current Firm: Lineweaver Wealth Advisors

Ryan Sowards (CRD# 4897326) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Dec 2020 - Current < 1
Lineweaver Wealth Advisors, LLC Valley View, OH Nov 2020 - Current < 1
Wells Fargo Clearing Service, LLC Cleveland, OH Feb 2018 - Nov 2020 2
Unemployed Cleveland, OH Aug 2017 - Feb 2018 < 1
Atel Securities Corporation San Francisco, CA Jan 2017 - Aug 2017 < 1
Moody Securities, LLC Houston, TX Feb 2016 - Jan 2017 < 1
Realty Capital Securities, LLC Boston, MA May 2012 - Dec 2015 3
Behringer Securities LP Addison, TX Aug 2005 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Ryan C. Sowards
Phone Number: 216-520-1711
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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