Unclaimed
Ryan Benson is an investment advisor representative with Independent Financial Planning, LLC. Ryan has been in the industry since 2022 and is registered with the state of Virginia. Ryan is a graduate of the University of Virginia and holds a Series 65 license. Ryan specializes in providing financial planning and portfolio management services to individuals and businesses. Ryan is also a licensed insurance broker. Ryan's firm manages approximately $29.3 million in assets for 348 clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
09/19/2022 - Present
Independent Financial Planning (Reston VA)
IA
Issued 09/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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