Ryan
Humbert
Prism Advisors, Inc
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About this Advisor
Ryan Humbert is a certified financial planner who works in Studio City, California, with 5 years of industry experience. Humbert currently works for Prism Advisors, Inc. Throughout their career, Humbert has worked at Edward Jones, 8 Net, Inc, Tdameritrade, Inc and Personal Resources Investment And Strategic Management, Inc. Humbert has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Prism Advisors, Inc is a registered investment firm that has its headquarters in Studio City, CA. It controls $371 million in assets across its 710 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 710 client accounts, 34% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Prism Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prism Advisors, Inc Brokerage Details
$370,751,155
5
710
$522,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ryan Humbert Work History
Ryan has been registered as a financial advisor for 5 years.*
Personal Resources Investment And Strategic Management, Inc
Tdameritrade, Inc
Edward Jones
8 Net, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Humbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prism Advisors, Inc
Studio City, CA
Studio City, CA
Studio City, CA
Studio City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
