David
Ryan
Founders Financial Securities LLC
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About this Advisor
David Ryan is a financial advisor operating in Desoto, Missouri, with 1 year of relevant experience. Ryan works at Founders Financial Securities LLC. Their career trajectory has included roles at Merrill Lynch, Bank Of America, N.A, Cuna Brokerage Services Inc, Cuna, Stifel, Compass Retirement Solutions, Fra Wealth Management, LLC, Financial Resources Of America, Inc, Brokers International Financial Services, Founders Financial Securities LLC and Cadre Asset Management. Ryan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Founders Financial Securities LLC is a business that has its headquarters in Towson, MD. The company has offices in 63 locations and a total of 138 employees. It manages $2 billion in assets under management among its 16,137 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 25 charitable organizations. Of its 16,137 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Founders Financial Securities LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by Founders Financial Securities LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
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
David Ryan Work History
David has been registered as a financial advisor for 1 years.*
Founders Financial Securities LLC
Cadre Asset Management
Brokers International Financial Services
Compass Retirement Solutions
Fra Wealth Management, LLC
Financial Resources Of America, Inc
Cuna Brokerage Services Inc
Cuna
Stifel
Merrill Lynch
Bank Of America, N.A
*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 David Ryan 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 Founders Financial Securities, LLC
Delaware, OK
Towson, MD
Martinsburg, WV
Anderson, IN
Finksburg, MD
Brighton, MI
Newark, DE
Timonium, MD
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.
