RN
CFP
RN
CFP
Ryan Naugle is a CFP-designated registered investment advisor, based in Youngwood, PA, with 24 years of industry experience.
Location
10 North 4th Street, Suite 100, Youngwood, PA, 15697
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2013Closed-No Action
Other Business ActivitiesSells Insurance
Ryan is the owner and chief compliance officer of Advice & Planning Services, LLC, providing financial planning and investment advisory services, dedicating full-time hours to this role. Ryan also works with PKS Financial/Ash Brokerage as a broker for insurance products like life, disability, and long-term care coverage, spending minimal time on this.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - Present · 10 yrs
Advice & Planning Services LLC
May 2016 - Present · 10 yrs
Previous Registrations
Global Financial Private Capital, LLC
April 2015 - April 2016 · 1 yr
G.F. Investment Services, LLCBroker
April 2015 - April 2016 · 1 yr
Tiaa-Cref Advice and Planning Services
June 2011 - April 2015 · 3 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2009 - April 2015 · 5 yrs 7 mos
Metlife Securities INC.
September 2007 - September 2009 · 2 yrs
Metlife Securities INC.Broker
June 2001 - September 2009 · 8 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 2001 - July 2007 · 6 yrs 1 mo
State Registrations8 states
CAGAMDNYPASCVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.