Unclaimed
Ryan McLin is a financial advisor at Impact Wealth Group. Ryan is a Certified Financial Planner™ professional and has been working in the financial services industry since 2019. Ryan focuses on providing financial planning and portfolio management for individuals. Ryan is registered to provide investment advisory services in Texas and Louisiana.
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.
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.
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2
TX
08/18/2023 - Present
Impact Wealth Group (FORT WORTH TX)
TX
02/16/2023 - 08/15/2023
PRIVATE CLIENT SERVICES, LLC (Ft Worth TX)
TX
04/09/2020 - 02/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Denton TX)
TX
08/26/2019 - 02/07/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (ADDISON TX)
BOTH
Issued 11/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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