Ryan Kelley is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, 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
607 Monroe St., Toledo, OH, 43604-5909
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Regulatory History (1)
Customer Dispute
December 2007Other Business Activities
Ryan operates his LPL business under the name The Retirement Group, LLC, dedicating all of his time to it. He also works as a property manager for his condo association, spending about 10-20% of his time, and as a fitness instructor at the YMCA for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.