Ryan
Maul

First Allied Advisory Services, Inc

CRD#4032145
Investment Advisor
in San Diego, CA
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About this Advisor

Ryan Maul is a certified financial planner who works in San Diego, California. Currently a registered advisor with First Allied Advisory Services, Inc, Maul has 14 years of experience as a registered investment advisor. Maul has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Maul is registered to act as a financial advisor based out of California. Their career trajectory has included roles at National Planning Corporation, First Allied Securities Inc and First Allied Advisory Services, Inc. First Allied Advisory Services, Inc is located in San Diego, California, and operates out of 549 offices across the country. Overall, First Allied Advisory Services, Inc manages $6 billion in assets dispersed across 27,866 accounts and employs more than 651 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 27,402 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. First Allied Advisory Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

655 W Broadway 12Th Fl
San Diego, CA 92101

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,838,758,448

CA Average: $7,578,581,321
Total Number of Employees

651

CA Average: 43
Total Number of Accounts

27,866

CA Average: 3,727
Average Account Size

$209,530

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Maul Work History

Ryan has 14 years of experience.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2009 - Present (10 years)

First Allied Securities Inc

2004 - 2008 (4 years)

National Planning Corporation

Disclosures

Ryan Maul has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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