RL
CFP · ChFC
RL
CFP · ChFC

Ryan Luzod

25 Years of Experience
Tampa, FL
Broker

Ryan Luzod is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2007 - February 2013 · 5 yrs 11 mos
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
March 2005 - February 2007 · 1 yr 11 mos
Amsouth Investment Services, INC.Broker
March 2005 - February 2007 · 1 yr 11 mos
T. Rowe Price Advisory Services, INC.
February 2004 - March 2005 · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
December 2000 - March 2005 · 4 yrs 3 mos
State Registrations15 states
ALCOFLGAIAILMEMINJNMNYPRTXUTWA
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.