Ryan Hale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kittery, ME, with 25 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
4A Shapleigh Road Suite 2, Kittery, ME, 03904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates Quadripoint Investment Management as a DBA for his LPL business, dedicating full-time hours during securities trading. He also manages Hale Investment Group, LLC for tax/investment purposes, also dedicating full-time hours during securities trading, and owns rental real estate, spending minimal time as a landlord.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
First Union Brokerage Services, INC.Broker
State Registrations14 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.