Verified
Ryan Pinkerton is a seasoned financial advisor dedicated to guiding individuals and families on their path to financial success. He has been a qualified navigator through the intricate and shifting terrain of the financial industry since 2020. While a significant portion of his clientele is based in San Diego, Los Angeles, and San Francisco, his commitment extends nationwide. A graduate of Upper Iowa University with a degree in exercise science, Ryan's academic journey led him to finance and management. Following the completion of his master's degree in England, he acquired the financial credentials needed to operate as a fiduciary, including the SIE, Series 66, Series 7, and life and health licenses. As a financial advisor, Ryan's philosophy revolves around the principles of communication, transparency, and trust. He is a believer in education before implementation. By embedding these values in client relationships, he ensures a profound understanding of his client’s financial goals, and constructs tailored strategies for their achievement. His commitment to a relationship-based practice, rather than transaction-based, sets the tone for a collaborative and supportive partnership. Ryan derives satisfaction from alleviating financial burdens from his clients, allowing them to redirect their time and focus on the aspects of life they value most. Ryan's client base is diversified, but he primarily finds his expertise fits well with medical professionals, tech executives, and small business owners (i.e. attorneys, real estate professionals, physical therapists, and architects). Within his practice, Ryan specializes in a range of integrated financial strategies, including: Comprehensive Financial Planning Investment Portfolio Management Financial Analysis Review Employer Equity Strategies (RSUs, Stock Options, ESPPs, ESOPs, Equity Partnerships) Retirement Investment Strategies Education Funding Wealth Management
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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2
CA
08/03/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/28/2020 - 08/04/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
10/28/2020 - 10/28/2021
CRI SECURITIES, LLC (San Diego CA)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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