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Ryan Weigle

19 Years of Experience
Myerstown, PA
BrokerSells Insurance

Ryan Weigle is a registered investment advisor at LPL Financial LLC, based in Myerstown, PA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1 W Main Ave, Myerstown, PA, 17067-1122

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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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Other Business ActivitiesSells Insurance

Ryan is involved in several business activities. He works with Brokers Service Marketing Group (BSMG) selling non-variable insurance, spends full-time hours on Northwest Investment Services as a DBA for LPL business, and refers clients to bank partners at Northwest Bank, dedicating minimal time to each of these activities.

Employment History
Current Registrations
LPL Financial LLC
October 2017 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
October 2017 - Present · 8 yrs 7 mos
LPL Financial LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Northwest Advisors, INC.
February 2015 - December 2018 · 3 yrs 10 mos
Cetera Investment Services LLCBroker
January 2015 - October 2017 · 2 yrs 9 mos
Cetera Investment Advisers LLC
January 2015 - February 2015 · 1 mo
Cetera Advisor Networks LLC
July 2006 - December 2014 · 8 yrs 5 mos
Cetera Advisor Networks LLCBroker
April 2006 - December 2014 · 8 yrs 8 mos
State Registrations8 states
COFLILNJOHPASCTX
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 Weigle - Financial Advisor | TrueAdvisor