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Ryan Lane McDonald

Vann Equity Management LLC

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About Ryan Lane McDonald

Ryan Lane McDonald is a financial advisor with Vann Equity Management LLC. Ryan has been working in the financial industry since 1996. Ryan is a registered Investment Advisor Representative and has a Series 66, Series 63, and Series 24 licenses. Ryan is a registered Investment Advisor Representative in Texas. Ryan has been working with clients since 2014 and has experience providing financial planning, portfolio management, and pension consulting services.

Firm Information

Ryan McDonald is currently registered with Vann Equity Management LLC. Vann Equity Management LLC is an investment advisor headquartered in PLANO, TX. The firm manages approximately $701 million in assets, primarily for individuals, corporations, and pension plans. Vann Equity Management LLC offers portfolio management, financial planning, and pension consulting services.
Vann Equity Management LLC

4975 PRESTON PARK BLVD #490

PLANO, TX 75093

$701.03M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan McDonald’s Registration & Firm History

TX

11/23/2021 - Present

Vann Equity Management LLC (PLANO TX)

TX

03/02/2016 - 09/29/2016

INVESTMENT PROFESSIONALS, INC. (FORT WORTH TX)

FL

01/02/2014 - 03/01/2016

CALTON & ASSOCIATES, INC. (TAMPA FL)

TX

12/05/2005 - 12/23/2013

FOX FINANCIAL MANAGEMENT CORPORATION (CARROLLTON TX)

AZ

06/12/1996 - 12/03/2005

FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 06/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/1997

Series 24 - General Securities Principal Examination

BC

Issued 09/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 10 public disclosures for Ryan Lane McDonald. Review regulatory record here.
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