Unclaimed
Ryan Mckinley Smith is a financial advisor in Richmond, VA, with over 20 years of experience. Ryan is registered with Paragon Financial Services and LPL Financial. Ryan specializes in providing financial planning, investment management, and advisory consulting services. Ryan is committed to providing personalized service to meet the needs of each client.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting, sub-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.
A percentage of the total value of assets under management is charged.
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2
VA
10/04/2012 - Present
Paragon Financial Services (RICHMOND VA)
VA
12/03/2004 - 09/20/2010
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
SC
12/05/2003 - 12/06/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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