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Robert Collins Ryan

Allworth Financial, LP

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About Robert Collins Ryan

Robert Ryan is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Allworth Financial, LP and Ryan Wealth Management. Robert is a Registered Representative and Investment Advisor Representative and has passed the Series 7, 63, and 66 exams. Robert holds registrations in several states and specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting.

Firm Information

Robert Ryan is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Ryan’s Registration & Firm History

CA

12/06/2024 - Present

Allworth Financial, LP (YUBA CITY CA)

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Licenses & Designations

BOTH

Issued 01/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Collins Ryan.
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