Ryan Vanweezel is a registered investment advisor at LPL Financial LLC, based in Dedham, MA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
990 Washington St, Ste 211, Dedham, MA, 02026
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Regulatory History
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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Ryan owns RVW Wealth Management, LLC for tax/investment purposes. He also operates Next Era Wealth Management LLC as a DBA for his LPL business, dedicating full-time hours to it, and spends minimal time on tax preparation/accounting and notary services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
Realty Capital Securities, LLCBroker
John Hancock Distributors LLCBroker
State Registrations30 states
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.