Ryan Weber
Ryan Weber is a CFP-designated registered investment advisor at LPL Financial LLC, based in Thousand Oaks, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
250 Lombard St Ste 5, Thousand Oaks, CA, 91360
Get directionsHistory
Regulatory History (1)
Criminal
December 1996Other Business ActivitiesSells Insurance
Ryan operates under the DBA Wilkins/Weber Financial & Insurance Services, is involved in real estate rentals, and sells non-variable insurance. He dedicates minimal time (1 hour per month) to one of the real estate rental activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Inland Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Sei Investments Distribution CO.Broker
Payden & Rygel DistributorsBroker
J.B. Oxford & CompanyBroker
West America Securities CORPBroker
Fund Management, INC.Broker
State Registrations25 states
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.