Ryan Poll is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Layton, UT, with 24 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

177 E Antelope Drive, Suite A, Layton, UT, 84041

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan is an officer of Antelope Investments LLC, managing building maintenance, and runs his practice through Northridge Investments. He also serves as a counselor in his church, dedicating about 10-20% of his time, and manages the RP/KP12 Family LLC for asset protection.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Raymond James Financial Services
February 2005 - January 2009 · 3 yrs 11 mos
Edward JonesBroker
July 2001 - September 2004 · 3 yrs 2 mos
State Registrations31 states
ARAZCACODEFLIDILKSKYLAMEMIMNMOMSNCNDNMNVNYOHORSCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.