Ryan Kelly (CRD# 7451300) is an Investment Advisor Representative working at Yeske Buie Inc. in Vienna, VA and has 1 year of experience in the finance industry. Ryan Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yeske Buie Inc. | Vienna, VA | Jun 2019 - Current | 4 |
| University Of Georgia | Athens, GA | Sep 2017 - Jun 2019 | 1 |
| Signature Fd | Altanta, GA | May 2018 - Jul 2018 | < 1 |
| University Of Texas At Austin | Austin, TX | Sep 2014 - Jun 2017 | 2 |
| Lakeshore Learning Materials | Marietta, GA | Jun 2016 - Aug 2016 | < 1 |
| Chick Fil-a | Austin, GA | Sep 2015 - Dec 2015 | < 1 |
| Dunkin' Donuts LLC | Marietta, GA | May 2014 - Aug 2014 | < 1 |
| Full Time Student | Marietta, GA | Sep 2010 - Jun 2014 | 3 |
- CA
- VA
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Total Assets Under Management873MILLIONS
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Total Number of Accounts1,449ACCOUNTS
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Average Account Value$602,498
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA, WA
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