Ryan
Tomer
Sequoia Financial Group, L.L.C
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About this Advisor
Ryan Tomer is a financial advisor based in Akron, Ohio, working with Sequoia Financial Group, L.L.C. Ryan has previously held positions at Usaa Financial Planning Services, Three Little Monkeys - Party Rentals, Provise Management Group, Kestra Financial, Inc, Sequoia Financial Group, LLC, and Sequoia Financial Advisors, LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Ryan is part of Sequoia Financial Group, L.L.C, which operates out of Akron, Ohio. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$17,865,170,338
250
23,386
$763,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ryan Tomer Work History
Sequoia Financial Group, LLC
Sequoia Financial Advisors, LLC
Provise Management Group
Kestra Financial, Inc
Three Little Monkeys - Party Rentals
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Ryan Tomer 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 Sequoia Financial Group, L.L.C
Akron, OH
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Akron, OH
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