RB
RB

Ryan Buckle

18 Years of Experience
Bradenton, FL
BrokerSells Insurance

Ryan Buckle is a registered investment advisor at LPL Financial LLC, based in Bradenton, FL, with 18 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

2005 Manatee Ave W, Bradenton, FL, 34205

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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 operates Shoreline Financial Partners and SeaCoast Financial Partners as DBAs for his LPL business, dedicating nearly full-time hours to SeaCoast Financial Partners. He also works as a pilot for Wheels Up, dedicating about a quarter of his time, and is an agent for Buckle Insurance Services, selling life, health, disability, fixed annuities, and LTC, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
August 2017 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2013 - July 2017 · 3 yrs 7 mos
Cetera Advisor Networks LLCBroker
December 2013 - July 2017 · 3 yrs 7 mos
Edward Jones
April 2008 - December 2013 · 5 yrs 8 mos
Edward JonesBroker
March 2008 - December 2013 · 5 yrs 9 mos
State Registrations5 states
ARFLMIOHTX
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.