Unclaimed
Ryan Lind is an investment advisor representative with RFG Advisory, LLC. Ryan is a licensed advisor in Michigan and Texas and has been active in the financial industry for over a decade. Ryan has held positions with JPMorgan Chase Bank, J.P. Morgan Securities LLC, Scottrade, Inc., TD Ameritrade, Inc. and Financial Engines Advisors L.L.C. Ryan has a diverse range of experience in the financial services industry and provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
10/16/2023 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
MI
02/26/2018 - 10/03/2019
TD AMERITRADE, INC. (GRANDVILLE MI)
MI
04/20/2015 - 02/26/2018
SCOTTRADE, INC. (GRANDVILLE MI)
MI
10/01/2012 - 06/05/2014
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
MI
11/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
BOTH
Issued 04/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ryan Lind is the right advisor for you? Invested Better is here to help.