Unclaimed
Ryan Barker is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Ryan has been in the financial services industry for 12 years and has a Series 7, 63, and 66 license. Ryan is a Registered Investment Advisor (RIA) with a specialization in financial planning and portfolio management for individuals and businesses. Ryan also provides educational seminars. Ryan's previous employers include Charles Schwab & Co., Inc., National Planning Corporation, and Commonwealth Financial Network.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
06/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Colorado Springs CO)
CO
05/07/2013 - 06/20/2017
CHARLES SCHWAB & CO., INC. (COLORADO SPRINGS CO)
TX
08/06/2012 - 04/19/2013
NATIONAL PLANNING CORPORATION (SHERMAN TX)
TX
06/08/2009 - 08/06/2012
COMMONWEALTH FINANCIAL NETWORK (SHERMAN TX)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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