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RP
CFP · ChFC
RP
CFP · ChFC

Ryan Price

Ameriprise Financial Services, LLC
23 Years of Experience
Portland, OR
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Price is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 23 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5550 S Macadam Ave, Ste 102, Portland, OR, 97239-3772

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
Customer Dispute
September 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan works as an independent insurance broker and is also employed by the University of California, Irvine and George Fox University. He dedicates minimal time to each of these outside employment positions.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Principal Securities, INC.
November 2014 - June 2017 · 2 yrs 7 mos
Principal Securities, INC.Broker
November 2014 - June 2017 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
September 2005 - November 2014 · 9 yrs 2 mos
Lincoln Financial Advisors Corporation
September 2005 - November 2014 · 9 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
September 2005 - April 2006 · 7 mos
Metlife Securities INC.
September 2003 - September 2005 · 2 yrs
Metlife Securities INC.Broker
July 2003 - September 2005 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
July 2003 - September 2005 · 2 yrs 2 mos
First Montauk Securities CORP.Broker
October 2002 - May 2003 · 7 mos
State Registrations21 states
ALARAZCACOCTFLGAIAIDKSMTNHNJNYORPATNTXUTWA
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.
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