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Kelly Ryland

16 Years of Experience
Pensacola, FL
1 DisclosureBrokerSells Insurance

Kelly Ryland is a registered investment advisor at Independent Financial Partners, based in Pensacola, FL, with 16 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

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Location

1124 E Younge Street, Pensacola, FL, 32503

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History

Regulatory History (1)
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.
Criminal
May 1997
Final Disposition
Other Business ActivitiesSells Insurance

Kelly is involved with Postillion Wealth Management and Postillion Wealth Management, LLC, including non-variable insurance sales such as life and disability insurance, dedicating about a quarter of her time. She also owns rental property, spending minimal time on this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Independent Financial Partners
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLC
June 2014 - July 2019 · 5 yrs 1 mo
LPL Financial LLCBroker
June 2014 - July 2019 · 5 yrs 1 mo
Signator Financial Services, INC.
April 2014 - June 2014 · 2 mos
Signator Financial Services, INC.Broker
April 2012 - June 2014 · 2 yrs 2 mos
Nylife Securities LLCBroker
November 2011 - April 2012 · 5 mos
The O.N. Equity Sales CompanyBroker
March 2008 - September 2008 · 6 mos
Key Investment Services LLC
December 2006 - February 2007 · 2 mos
Key Investment Services LLCBroker
September 2006 - February 2007 · 5 mos
Securian Financial Services, INC.Broker
October 2005 - September 2006 · 11 mos
State Registrations9 states
ALCAFLLANCOHPATXWA
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.
Kelly Ryland - Financial Advisor | TrueAdvisor