RP
CFP · ChFC
RP
CFP · ChFC

Ryan Price

23 Years of Experience
Portland, OR
2 DisclosuresBrokerSells Insurance

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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5550 SW 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
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 · 8 yrs 11 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2017 - Present · 8 yrs 11 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.
Ryan Price - Financial Advisor | TrueAdvisor