Robert
Ryan

Lpl Financial LLC

CRD#1950475
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7800 E Union Ave Ste 450
Denver, CO 80237

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CO Average: $16,012,751,954
Total Number of Employees

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO Average: $3,506,186

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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
  • Other

Robert Ryan Work History

Robert has 18 years of experience.

2001 - Present (18 years)

Lpl Financial, LLC

2000 - Present (19 years)

Ryan Financial Inc

Disclosures

Robert Ryan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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