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RK
CFP
RK
CFP

Ryan Kirby

LPL Financial LLC
19 Years of Experience
San Diego, CA
Broker
View SEC Summary
View SEC Summary

Ryan Kirby is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 19 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 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2445 5th Ave Ste 345, San Diego, CA, 92101

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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 Activities

Ryan is co-owner of AlvaKirb LLC and owner of Ace Kirby LLC, both business entities for tax/investment purposes. He also operates Seapoint Wealth Advisors as a DBA for his LPL business and owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
U.S. Bancorp Advisors, LLC
November 2007 - November 2024 · 17 yrs
U.S. Bancorp Advisors, LLCBroker
November 2007 - November 2024 · 17 yrs
Ameriprise Financial Services, INC.
March 2007 - October 2007 · 7 mos
Ameriprise Financial Services, INC.Broker
January 2007 - October 2007 · 9 mos
State Registrations28 states
AZCACOCTFLHIILINKSMAMDMOMSNCNHNJNMNVNYOHORPASCTXVAWAWIWY
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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