Ryan Kidd

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About Ryan Kidd

Ryan Kidd, Senior Partner with Validus Financial Associates, first launched his career as an Evaluator at a Nuclear Power Plant. This afforded him the chance to develop his aptitude for communication and leadership. He later channeled this unique skillset into his passion for finance as he embarked on a career in retirement planning for Utility/Nuclear Power Plant employees. Ryan's client base grew as he helped build a better financial future and transition his clients into retirement. Ryan is a Certified Retirement Counselor® who is committed to helping individuals and business owners with Financial/Retirement Planning, Estate Planning Strategies and Business Succession Planning.

Ryan Kidd received his bachelor's degree in Business Administration, a master's degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations through LPL Financial and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book "The Art of Retiring Whole", a non-financial guide to retiring with purpose, productivity and endless possibilities.

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General Information

Firm Start Year

1926

CRD#

4953236

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

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

Compliance

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

Certifications, Accreditations & Designations

CRC^®

Securities Licenses

Series 24, Series 7, Series 66

Insurance and Annuity Licenses

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

Firm Information

Total Assets Under Management by Advisor

350,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Disclosures

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Disclaimer

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Paladin Research Report For:

Validus Financial Associates