Michael
Ryan
Waycross Investment Management Co
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About this Advisor
Michael Ryan is a financial advisor working in Bellingham, Washington with 32 years of relevant experience. Ryan is an advisor for Waycross Investment Management Co. They have spent the entirety of their career at Waycross Investment Management Co. Ryan holds a Series 63 license, qualifying them as a securities agent, and can work in Washington. Waycross Investment Management Co is a financial advisory business based in Bellingham, WA. It has $153 million in assets across its 333 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 333 customer accounts, 30% are held by high-net-worth investors who have at least $1 million in assets available to invest. Waycross Investment Management Co has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Waycross Investment Management Co can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waycross Investment Management Co Brokerage Details
$152,525,135
4
333
$458,033
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Michael Ryan Work History
Michael has been registered as a financial advisor for 32 years.*
Waycross Investment Management Co
*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 Michael 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 Waycross Investment Management Co
Bellingham, WA
Bellingham, WA
Bellingham, WA
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