RyanPresley- Financial Advisor Fort Smith, AR

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About Ryan Presley

Financial advice is changing, and at LPL Financial, we're at the forefront. We're building a future where advisors can with no friction or complexity, as simple as turning the dials' pick the business model, services, technology, and product mix that best meet their clients needs.

With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we'll partner with you every step of the way.

Your greatness is our goal.

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General Information

Firm Start Year

1989

No. of Employees

CRD#

4040458

Firm CRD#

6413

Insurance License#

194564

States Licensed in

AR, OK, TX, MO, CA, FL, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 24, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Assets Managed by Firm

1,163,000,000,000

Assets Managed by Advisor

30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Flat Fee, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor's of Business Administration - Finance

University of Central Arkansas
09/01/1993 -05/30/1998

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

Disclaimer

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Ryan Presley

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