Unclaimed
Ryan Depaola is a financial advisor with LPL Financial LLC. Ryan has over 17 years of experience in the financial services industry. Ryan is a Series 7 and Series 66 licensed professional. Ryan has worked for other firms including J.P. Morgan Securities LLC, Sigma Financial Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan is registered with the state of Texas as an Investment Advisor Representative. Ryan is committed to helping clients achieve their financial goals.
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
TX
05/01/2024 - Present
LPL Financial LLC (FLOWER MOUND TX)
TX
06/11/2014 - 05/02/2024
J.P. MORGAN SECURITIES LLC (ROANOKE TX)
TX
09/20/2011 - 06/03/2014
SIGMA FINANCIAL CORPORATION (DOUBLE OAK TX)
IL
08/14/2006 - 09/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 08/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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