Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lightfoot is a financial advisor with over 12 years of experience in the industry. Ryan is currently registered with &partners, LLC and is licensed in California, Colorado, Louisiana, Missouri, Texas, Utah, Virginia, and Washington. Previously, Ryan worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC. Ryan specializes in providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan is also a member of the finance committee at Friendship Baptist Church and assists with planning and coordinating faith-based weekend retreats for young men and women through East Texas Vida Nueva.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
06/28/2024 - Present
&partners (Clayton MO)
TX
04/21/2022 - 07/08/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PALESTINE TX)
TX
10/03/2011 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (PALESTINE TX)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Lightfoot is the right advisor for you? Invested Better is here to help.
