Ryan Purkiss is a registered investment advisor at LPL Financial LLC, based in Visalia, CA, with 24 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
3010 W. Main Street, Suite B, Visalia, CA, 93291
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Ryan operates under several DBAs for his LPL business, including Thiesen Dueker Financial Consulting Group, Thiesen Dueker Group, and Thiesen Dueker Modern Wealth Management. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations35 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.