RM
RM

Ryan Munson

25 Years of Experience
Edmond, OK
BrokerSells Insurance

Ryan Munson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1245 E 33rd St, Edmond, OK, 73013

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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 partner in Elcai Management, LLC since 2008, spending minimal time on upkeep of the building and paying bills. He also owns Pace Jamison, LLC, The Advisors, and Tatanka Tres, LLC, and works as a non-variable insurance agent for RPM Financial/Pace Jamison, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Edward Jones
March 2007 - April 2008 · 1 yr 1 mo
Edward JonesBroker
October 2004 - April 2008 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2004 - October 2004 · 0 mos
Edward JonesBroker
August 2000 - October 2004 · 4 yrs 2 mos
State Registrations36 states
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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.
Ryan Munson - Financial Advisor | TrueAdvisor