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Ryan Sapp

27 Years of Experience
Bel Air, MD
BrokerSells Insurance

Ryan Sapp is a registered investment advisor at LPL Financial LLC, based in Bel Air, MD, 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
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

Bel Air, MD

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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

Ryan is a soccer referee, dedicating a few hours per week to this activity. He is also an agent with Highland Capital Brokerage selling non-variable insurance, dedicating minimal time during securities trading, and a laborer/lawn maintenance worker, dedicating about 10-20% of his time. Finally, Ryan is a landlord.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2011 - November 2017 · 6 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
October 2005 - December 2006 · 1 yr 2 mos
National Planning CorporationBroker
September 2005 - November 2017 · 12 yrs 2 mos
Morgan Stanley
October 2002 - August 2005 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
October 2002 - August 2005 · 2 yrs 10 mos
Legg Mason Wood Walker INC
April 2001 - July 2002 · 1 yr 3 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2000 - July 2002 · 2 yrs
Signator Investors, INC.Broker
November 1998 - July 2000 · 1 yr 8 mos
State Registrations4 states
DEFLMDWV
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.