Ryan LunaCRD Number: 3129700
Current Firm: The Rice Partnership, LLC
Ryan Luna (CRD# 3129700) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 22 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|The Rice Partnership, LLC||San Luis Obispo, CA||Apr 2021 - Current||< 1|
|Unemployed||Irvine, CA||Dec 2020 - Apr 2021||< 1|
|Royal Alliance Associates, Inc.||Los Angeles, CA||Nov 2018 - Dec 2020||2|
|Seia, LLC||Los Angeles, CA||Oct 2017 - Dec 2020||3|
|Signator Inv Inc.||Los Angeles, CA||Oct 2017 - Nov 2018||1|
|Unemployed||Los Angeles, CA||Jun 2016 - Oct 2017||1|
|University Of Southern California||Los Angeles, CA||Nov 2015 - May 2016||< 1|
|Nuveen Investments||Los Angeles, CA||Oct 2004 - Sep 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management433MILLIONS
Total Number of Accounts532ACCOUNTS
Average Account Value$814,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, TX, WA
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