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Ryan Joseph McNeilly

Invesco, LLC

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About Ryan Joseph McNeilly

Ryan McNeilly is a financial advisor who has been in the industry since 2002. Ryan is currently registered with Invesco, LLC and holds both Series 6 and Series 63 licenses. He has previously worked for American General Securities Incorporated and Franklin Financial Services Corporation. Ryan specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. He has experience working with high-net-worth individuals, corporations, and pension plans.

Firm Information

Ryan McNeilly is currently registered with Invesco, LLC. Invesco, LLC is an investment advisor registered with the SEC and located in DES PLAINES, IL. The firm offers a variety of advisory services including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and other clients. The firm has approximately $232,708,111 in regulatory assets under management and has a total of 185 client accounts.
Invesco, LLC

1295 RAND ROAD

DES PLAINES, IL 60016

$232.71M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan McNeilly’s Registration & Firm History

IL

10/06/2010 - Present

Invesco, LLC (DES PLAINES IL)

AZ

10/01/2002 - 02/24/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

03/11/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 06/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Joseph McNeilly.
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