Ryan
Mcdonald
Vann Equity Management LLC
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About this Advisor
Ryan Mcdonald is a financial advisor based in Plano, Texas, working with Vann Equity Management LLC. Ryan has previously held positions at Calton & Associates, Inc, Ipi, Trs Advisors, LLC, Senior Retirement Planners, Mbl Insurance Agency (D/B/A Dfw Retirement Planners), B. B. Graham & Co. Inc, Vann Equity Management LLC, Producer'S Choice, LLC, Jim Poe & Associates, and Per Stirling Capital Management, LLC. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Ryan is part of Vann Equity Management LLC, which operates out of Plano, Texas. The firm has 1 office and 6 employees. The firm manages assets totaling $701.0 million 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 institutional clients, and pension consulting services. The fee structure at Vann Equity Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vann Equity Management LLC Brokerage Details
$701,026,488
6
108
$6,490,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ryan Mcdonald Work History
Vann Equity Management LLC
B. B. Graham & Co. Inc
Producer'S Choice, LLC
Per Stirling Capital Management, LLC
B. B. Graham & Co. Inc
Trs Advisors, LLC
Senior Retirement Planners
Mbl Insurance Agency (D/B/A Dfw Retirement Planners)
Jim Poe & Associates
Ipi
Calton & Associates, Inc
Disclosures
Please visit the SEC profile of Ryan Mcdonald 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 Vann Equity Management LLC
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Austin, TX
Austin, TX
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