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Ryan Ames

Raymond James & Associates, INC.
25 Years of Experience
Grand Blanc, MI
2 DisclosuresBroker
View SEC Summary
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Ryan Ames is a registered investment advisor at Raymond James & Associates, INC., based in Grand Blanc, MI, with 25 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8245 Holly Road, Suite 201, Grand Blanc, MI, 48439

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Settled
Employment Separation After Allegations
March 2015
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan is the owner/proprietor of God's Plan LLC, a company that invests in real estate properties for renting or resale. He spends a few hours per week on this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2015 - Present · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - March 2015 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - March 2015 · 7 yrs 4 mos
UBS Financial Services INC.
July 2005 - November 2007 · 2 yrs 4 mos
UBS Financial Services INC.Broker
July 2004 - November 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
March 2001 - July 2004 · 3 yrs 4 mos
State Registrations28 states
AKALARAZCACOCTDCFLGAILINKSMAMIMOMSNCNMNYOHPASCTNTXUTVAWA
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.
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