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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lumsden is a Vice President, Institutional Relations at Parnassus Investments, LLC. Ryan has been in the financial services industry since 2018 and is registered to provide investment advice in 52 states and the District of Columbia. Before joining Parnassus Investments, LLC, Ryan worked at Orbis Investments (U.S.), LLC and Charles Schwab & Co., Inc. Ryan has a Series 7, Series 63, and Series 65 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/10/2022 - Present
Parnassus Investments, LLC (SAN FRANCISCO CA)
CA
08/13/2019 - 12/02/2021
ORBIS INVESTMENTS (U.S.), LLC (San Francisco CA)
TX
05/18/2018 - 12/13/2018
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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