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Brian Ryals

Private Client Services, LLC
32 Years of Experience
Orange Beach, AL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Brian Ryals is a registered investment advisor at Private Client Services, LLC, based in Orange Beach, AL, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

27844 Canal Road, Suite A, Orange Beach, AL, 36561

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Denied
Customer Dispute
May 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is a board member of 51st Aero Squadron, a registered representative with RFG Advisory (nearly full-time), and owns rental property. He is also a member of Legacy Credit Union, RFG Solutions LLC (insurance agency), Ryals Capital Management LLC, and The Marshals Auroa Land Company LLC.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Rfg Advisory, LLC
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
August 2011 - June 2018 · 6 yrs 10 mos
Securities America, INC.Broker
June 2004 - August 2011 · 7 yrs 2 mos
Securities America Advisors, INC.
June 2004 - August 2011 · 7 yrs 2 mos
Lincoln Financial Advisors Corporation
December 2003 - June 2004 · 6 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - June 2004 · 6 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - June 2004 · 6 mos
Veravest Investment Advisors, INC.
May 1999 - December 2003 · 4 yrs 7 mos
Veravest Investments, INC.Broker
November 1993 - December 2003 · 10 yrs 1 mo
State Registrations7 states
ALCAFLGAKYTNTX
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.
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