Unclaimed
Ryan Conner is an investment advisor representative with Fisher Investments, a firm headquartered in Plano, Texas. Ryan has over a decade of experience in the financial industry, having held positions at several prominent firms, including Spearhead Capital, LLC and Hedgeco Securities, LLC. Ryan is registered to provide investment advice in Texas and has a strong background in both securities and commodities. Ryan Conner and Fisher Investments serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations, helping them navigate the complex world of investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
07/12/2018 - Present
Fisher Investments (PLANO TX)
FL
03/13/2013 - 01/09/2014
SPEARHEAD CAPITAL, LLC (WELLINGTON FL)
FL
07/18/2008 - 03/16/2012
HEDGECO SECURITIES, LLC (WEST PALM BEACH FL)
AZ
05/13/2008 - 07/11/2008
ECHOTRADE LLC (PHOENIX AZ)
FL
04/27/2005 - 04/29/2008
TRILLIUM TRADING LLC (MIAMI FL)
NJ
01/24/2005 - 03/21/2005
THE GMS GROUP, LLC (EAST HANOVER NJ)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2010
Series 4 - Registered Options Principal Examination
BC
Issued 07/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/14/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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