Ryan Loynd, financial advisor Wilmington DE
90 score

Ryan Loynd

CRD Number: 6048750
Current Firm: Coastal Investment Advisors

Ryan Loynd (CRD# 6048750) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 4 years of experience in the finance industry.

Similar Advisors
Steven Clott, financial advisor Wilmington DE
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Similar Advisors
Peter Gaertner, financial advisor Wilmington DE
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management, Inc.
Score
103
Similar Advisors
Jeremy Heller, financial advisor Wilmington DE
Jeremy D. Heller
CRD# 4584287
Ameriprise Financial Services, Inc.
Score
103
Company Name Location Dates Years
Coastal Investment Advisors, Inc (dba Legend Capital Group) Wilmington, DE Aug 2017 - Current < 1
Coastal Equities, Inc. (dba Legend Capital Group) Wilmington, DE Aug 2017 - Current < 1
Massachusetts Mutual Life Insurance Co Phoenix, AZ Nov 2015 - Current 2
Mml Investors Services, LLC Phoenix, AZ Jan 2016 - Aug 2017 1
Northwestern Mutual Investment Services, LLC Phoenix, AZ Sep 2014 - Oct 2015 1
Northwestern Mutual Investment Services, LLC Phoenix, AZ Mar 2013 - Oct 2015 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Oct 2015 3
Pepsi Co - Frito Lay North America Phoenix, AZ May 2010 - May 2012 2
Grand Canyon University Tempe, AZ Oct 2009 - May 2010 < 1
University Of Phoenix Tempe, AZ Jan 2008 - Aug 2009 1
Kona Grill Phoenix, AZ Oct 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Ryan E. Loynd
Phone Number: 888-657-5200
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $125,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.