Ryan McCallumCRD Number: 5064217
Current Firm: Lpl Financial LLC
Ryan McCallum (CRD# 5064217) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 15 years of experience in the finance industry.
Foresight Financial Planning LLC
Rkl Wealth Management LLC
|Lpl Financial LLC||Wyomissing, PA||Mar 2011 - Current||10|
|Vist Bank||Wyomissing, PA||Mar 2011 - Mar 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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