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Ryan Wayne Whited

Wealthtrak Advisors

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About Ryan Wayne Whited

Ryan Whited is an Investment Advisor Representative at Wealthtrak Advisors in VIRGINIA BEACH, VA. Ryan has been in the industry since October 2014. Ryan specializes in financial planning and portfolio management. Ryan is registered with the state of Virginia and holds the Series 65 license.

Firm Information

Ryan Whited is currently registered with Wealthtrak Advisors. Wealthtrak Advisors is a Virginia Beach, VA-based investment advisory firm with 5 licensed agents, 5 investment advisor representatives, and 2 registered representatives. They manage approximately $140.6 million in assets, primarily for individuals, corporations, and charitable organizations. They offer financial planning, pension consulting, and portfolio management services.
Wealthtrak Advisors

4536 BONNEY ROAD

VIRGINIA BEACH, VA 23462

$140.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Whited’s Registration & Firm History

VA

04/27/2015 - Present

Wealthtrak Advisors (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 04/27/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Wayne Whited.
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