Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Ingram is a financial advisor with United Capital Financial Advisors. Ryan is a Certified Financial Planner® professional and a Chartered Financial Analyst. Ryan has over 15 years of experience in the financial services industry. Ryan has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan's specializations include financial planning, portfolio management for businesses and individuals, educational seminars, publication of periodicals, and selection of other advisors. Ryan is registered with the state of Washington.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
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WA
12/22/2020 - Present
United Capital Financial Advisors (SEATTLE WA)
WA
06/16/2023 - 11/16/2023
GOLDMAN SACHS & CO. LLC (SEATTLE WA)
WA
11/19/2018 - 12/01/2020
BNY MELLON SECURITIES CORPORATION (Seattle WA)
WA
08/10/2007 - 12/06/2016
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
VA
02/06/2007 - 07/31/2007
WACHOVIA SECURITIES, LLC (NEWPORT NEWS VA)
VA
01/26/2005 - 09/05/2006
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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