Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Ryan is a certified financial planner whose office is in Denver, Colorado. Currently a registered financial advisor at Lpl Financial LLC, Ryan has 18 years of professional experience. Ryan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Ryan is able to act as a financial advisor based out of Colorado and Texas. Ryan has gained experience at Ryan Financial Inc and Lpl Financial, LLC. Lpl Financial LLC is based out of Denver, Colorado, and has 8,011 brick-and-mortar locations in the nation. In aggregate, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Robert Ryan Work History
Robert has 18 years of experience.
Lpl Financial, LLC
Ryan Financial Inc
Robert Ryan has no disclosures.
Please visit their SEC profile for more details.