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Michael Ryan

33 Years of Experience
Salem, NH
BrokerSells Insurance

Michael Ryan is a registered investment advisor at LPL Financial LLC, based in Salem, NH, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

15 Ermer Road Unit #203, Salem, NH, 03079

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael prepares taxes for clients, dedicating about 10-20% of his time to this activity. He is also an insurance agent/broker for John Hancock and Crump Insurance, spending about 10-20% of his time on non-variable insurance products, and a notary public, spending minimal time on this.

Employment History
Current Registrations
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLCBroker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Signator Investors, INC.
August 2006 - November 2008 · 2 yrs 3 mos
Signator Investors, INC.Broker
January 1993 - November 2008 · 15 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1993 - May 1997 · 4 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1992 - October 1992 · 3 mos
Ids Life Insurance CompanyBroker
July 1992 - October 1992 · 3 mos
State Registrations26 states
AZCACOCTFLGAILLAMAMDMEMONCNDNHNYORPARISCTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.