Ryan Gannon (CRD# 7410398) is an Investment Advisor Representative working at Saturna Capital Corporation in Weymouth, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Brokerage | Bellingham, WA | Jul 2021 - Current | 2 |
| Saturna Trust Company | Bellingham, WA | Jul 2021 - Current | 2 |
| Saturna Capital | Bellingham, WA | Jul 2021 - Current | 2 |
| Ss&c Retirement | Quincy, MA | Oct 2005 - Jul 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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