Ryan Burk is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 28 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
135 W Central Blvd Ste 200, Orlando, FL, 32801
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Tallahassee Financial Advisors, INC.
Triad Advisors LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Scottrade, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Suntrust Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Waterhouse Securities, INC.Broker
State Registrations3 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.