Third Line Financial Planning

Third Line Financial Planning (CRD# 317649) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Third Line Financial Planning

Showing 1 - 1 of 1 top financial advisors.

Ryan C. Ortega

CRD#: 5045638

Manhattan Beach, CA

Ryan Ortega (CRD# 5045638) is an Investment Advisor Representative working at Third Line Financial Planning in Manhattan Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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