Ryan Walton
Ryan Walton is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 26 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (4)
Judgment / Lien
April 2025Financial
August 2024Customer Dispute
June 2012Judgment / Lien
April 2011Other Business ActivitiesSells Insurance
Ryan operates Walton Lourcey Wealth Advisors as a DBA for financial services, dedicating a full-time amount of time to it. He also works as an insurance agent selling life insurance with various companies, but spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
360 Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
First Western Securities, INC.
First Western Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Jefferson Pilot Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.