William Ryon

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About William Ryon

William Ryon, AIF^® is a recognized Financial Educator, Author, Speaker and Wealth Strategist, whom you may have seen in Yahoo News, Morningstar, Wall Street Journal's Market Watch, and others. Ryon is the Co-Author of the book, Retire Like A Shark, with Kevin Harrington, original "Shark" on ABC TV's Shark Tank.

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General Information

Firm Start Year

1922

CRD#

2317504

Firm CRD#

6413

Years of Experience in Financial Services

Work Experience

As the Founder and CEO of Ryon Wealth Strategies, Bill and his team have been helping successful business owners, professionals and independent women protect and pass on their wealth since 1993. Bill proudly served our country in the U.S. Marine Corps and has shared his leadership skills with organizations, including Navy Youth Hockey and Rotary.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Health

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

.75 - 2%

Minimum Fee Charged for Managed Accounts

$7500

Education

BA - Psychology

New England College
01/01/1987 -12/19/1990

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Ryon Wealth Strategies