RM
CFP · ChFC
RM
CFP · ChFC

Ryan Morrison

20 Years of Experience
Land O Lakes, FL
Broker

Ryan Morrison is a CFP, ChFC-designated registered investment advisor at Empower Advisory Group, LLC, based in Land O Lakes, FL, with 20 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 Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1930 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Land O Lakes, FL

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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
Empower Advisory Group, LLC
November 2023 - Present · 2 yrs 11 mos
Empower Financial Services, INC.
November 2023 - Present · 2 yrs 11 mos
Empower Financial Services, INC.Broker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fisher Investments
January 2022 - October 2023 · 1 yr 9 mos
TD Ameritrade, INC.
February 2018 - January 2022 · 3 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - January 2022 · 3 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2022 · 3 yrs 11 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
September 2006 - February 2018 · 11 yrs 5 mos
Wachovia Securities, LLCBroker
December 2005 - June 2006 · 6 mos
State Registrations46 states
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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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