Ryan
Shoop
Westminster Financial Advisory Corp
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About this Advisor
Ryan Shoop is a financial advisor based in Westlake, Ohio, working with Westminster Financial Advisory Corp. Ryan has previously held positions at Westminster Financial Securities, Stifel Independent Advisors, LLC, and Westminster Financial Securities, Inc. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arizona, California, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Currently, Ryan is part of Westminster Financial Advisory Corp, which operates out of Westlake, Ohio. The firm has 12 offices and 40 employees. The firm manages assets totaling $920.3 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, pension consulting services, and selection of other advisers. The fee structure at Westminster Financial Advisory Corp includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$920,269,282
40
2,260
$407,199
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
Ryan Shoop Work History
Westminster Financial Securities, Inc
Stifel Independent Advisors, LLC
Westminster Financial Securities
Disclosures
Please visit the SEC profile of Ryan Shoop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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