Ryan
Mckell

Cambridge Investment Research Advisors, Inc

CRD#5386486
Investment Advisor
in Valencia, CA

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About this Advisor

Ryan Mckell is a certified financial planner working in Valencia, California, who has 4 years of relevant experience. Mckell is an employee of Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Mckell Financial, Fsc Securities, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Mckell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in total assets between its 461,370 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees usually are based on the financial services provided. Fees billed by Cambridge Investment Research Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

28494 Westinghouse Pl #316
Valencia, CA 91355

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

CA Average: $9,259,360,772
Total Number of Employees

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

CA Average: $1,287,990

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
  • Market timing services
  • Educational seminars/workshops

Ryan Mckell Work History

Ryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cambridge Investment Research, Inc

2019 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2013 - Present (11 years)

Mckell Financial

2014 - 2019 (5 years)

Fsc Securities

*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 Mckell 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 Cambridge Investment Research Advisors, Inc

Tomas Cern
Tolland, CT
Mitchell Robinson
Tulsa, OK
Ryan Bouchard
Kennesaw, GA
Andrew Wittich
Houston, TX
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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.

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