Ryan Finch (CRD# 6379871) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 9 years of experience in the finance industry. Ryan Finch 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitestone Real Estate Fund I LLC | Denver, CO | Nov 2020 - Current | 3 |
| Emerson Equity LLC | San Mateo, CA | Apr 2020 - Current | 4 |
| Sc Re I LLC | Greenwood Village, CO | Jul 2019 - Current | 4 |
| 1395 Harlan LLC | Denver, CO | Jul 2015 - Current | 8 |
| Approach 99 LLC | Denver, CO | May 2015 - Current | 8 |
| Sharpe Capital LLC | Denver, CO | Nov 2014 - Current | 9 |
| Dba Tangible Wealth Solutions | Greenwood Village, CO | Sep 2014 - Current | 9 |
| Finch Sertich Capital LLC | Denver, CO | Jan 2013 - Current | 11 |
| Tangible Property Solutions LLC | Greenwood Village, CO | Aug 2016 - Dec 2021 | 5 |
| Sharpe Investment LLC | Denver, CO | Sep 2014 - Sep 2021 | 7 |
| Colorado Financial Service Corporation | Centennial, CO | Aug 2017 - Apr 2020 | 2 |
| Cobiz Wealth | Denver, CO | Apr 2015 - Jul 2017 | 2 |
| Cobiz Wealth | Denver, CO | Aug 2014 - Apr 2015 | < 1 |
| Cobiz Private Bank | Denver, CO | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- CO
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- A percentage of assets under your management
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- Educational seminars/workshops
- Other
TX
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