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Ryan Douglas Lefler

Homrich Berg

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About Ryan Douglas Lefler

Ryan Lefler is a financial advisor registered with Homrich Berg. Ryan has been in the industry since 2014. Ryan is a Series 66, Series 7, and SIE licensed professional. Ryan has experience with Morgan Stanley, GWN Securities Inc., and Raymond James Financial Services, Inc. Ryan's office is located in Palm Beach Gardens, Florida. The firm's office is located in Atlanta, Georgia.

Firm Information

Ryan Lefler is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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Ryan Lefler’s Registration & Firm History

FL

10/28/2022 - Present

Homrich Berg (Palm Beach Gardens FL)

FL

08/24/2018 - 05/06/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (WELLINGTON FL)

FL

07/17/2018 - 08/27/2018

GWN SECURITIES INC. (Palm beach gardens FL)

FL

08/29/2014 - 02/06/2017

MORGAN STANLEY (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 09/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Douglas Lefler.
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