Ryan
Florence

Ferguson Shapiro LLC

CRD#5318297
Investment Advisor
in Decatur, GA

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About this Advisor

Ryan Florence is a financial advisor based in Decatur, Georgia, working with Ferguson Shapiro LLC. Ryan has previously held positions at Resource Horizons Group LLC, Kiker Wealth Management, LLC, Kovack Securities Inc, and Ferguson Shapiro LLC. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Ryan is part of Ferguson Shapiro LLC, which operates out of Decatur, Georgia. The firm has 2 offices and 10 employees. The firm manages assets totaling $326.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Ferguson Shapiro LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

120 N Candler St #2
Decatur, GA 30030

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Ferguson Shapiro LLC Brokerage Details

Total Assets Under Management

$326,794,056

GA Average: $3,570,121,308
Total Number of Employees

10

GA Average: 58
Total Number of Accounts

893

GA Average: 1,608
Average Account Size

$365,951

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ryan Florence Work History

2022 - Present (3 years)

Ferguson Shapiro LLC

2011 - Present (14 years)

Kiker Wealth Management, LLC

2014 - 2015 (1 year)

Kovack Securities Inc

2011 - 2014 (3 years)

Resource Horizons Group LLC

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Disclosures

Please visit the SEC profile of Ryan Florence 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 Ferguson Shapiro LLC

Sarah Wylde
Decatur, GA
Phillip Nelson
Decatur, GA
Karyn Cravens
Lakewood Ranch, FL
Ryan Florence
Decatur, GA
James Boswell
Decatur, GA
Kevin Ferguson
Decatur, GA
Maury Shapiro
Decatur, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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