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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 Mason is an investment advisor representative with over 20 years of experience in the financial services industry. Ryan has been registered with LPL Financial LLC since 2024 and previously held registrations with several other firms, including WELLS FARGO INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and MORGAN STANLEY DW INC. Ryan holds the Series 7, Series 31, and Series 66 securities licenses and the SIE exam. Ryan specializes in providing financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Ryan is currently licensed in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Maryland, Michigan, Nevada, New Mexico, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and 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.
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.
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CA
09/10/2024 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
07/09/2007 - 10/19/2010
WELLS FARGO INVESTMENTS, LLC (PETALUMA CA)
CA
06/04/2004 - 07/10/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SACRAMENTO CA)
NY
09/19/2001 - 06/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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