Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Adair is a registered investment advisor representative in Oregon and California. Ryan is an investment advisor representative at WCM Investment Management and Martin Capital Partners, LLC. Ryan has been in the industry for over 4 years, with experience at U.S. Bank, Dutch Bros Coffee, and Papa's Pizza. Ryan holds a Series 65 license and a SIE exam. Ryan's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ryan is also the Operations Manager for Martin Capital Partners, LLC.
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.
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.
Provide model portfolio recommendations to other investment advisers
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.
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OR
11/13/2024 - Present
WCM Investment Management (Eugene OR)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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