Unclaimed
Ryan McNulty is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Ryan has been in the financial services industry since 2007, and holds both Series 7 and Series 66 licenses. Ryan is a Principal at LPL Financial LLC, and holds Series 24. Ryan is registered with the state of Colorado as both a Broker-Dealer and an Investment Advisor. Ryan is also registered with the state of Texas as an Investment Advisor. Ryan's expertise includes financial planning, portfolio management, and consulting. Ryan McNulty also offers educational seminars to help clients learn about financial planning and investment management. Ryan and LPL Financial LLC offer services to a wide range of clients, including individuals, families, businesses, and trusts.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
07/21/2021 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
04/18/2007 - 07/21/2021
WADDELL & REED (FORT COLLINS CO)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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