RM
RM

Ryan Mcphetridge

17 Years of Experience
Katy, TX

Ryan Mcphetridge is a registered investment advisor at Everkey Financial LLC, based in Katy, TX, with 17 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

24285 Katy Fwy, Ste 300-28, Katy, TX, 77494

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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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Employment History
Current Registrations
Everkey Financial LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2016 - March 2023 · 6 yrs 7 mos
LPL Financial LLCBroker
July 2016 - March 2023 · 6 yrs 8 mos
Amegy Investments, INC.Broker
May 2003 - August 2010 · 7 yrs 3 mos
Fiserv Investor Services, INC.Broker
September 2002 - May 2003 · 8 mos
State Registrations3 states
CANVTX
Advisor

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.