Ryan Luna, financial advisor Honolulu HI

Ryan Luna

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ryan T. Luna
Phone Number: 808-585-7788
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    433
    MILLIONS
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $814,818
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, HI, TX, WA

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