Ryan Flurie is a CFP-designated registered investment advisor, based in West Grove, PA, with 15 years of industry experience.
Location
West Grove, PA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan works full-time as an IAR/wealth advisor for Summit Financial LLC, providing financial advice. He also works about 10-20% of his time as an agent for two independent insurance agencies, providing fixed/traditional insurance advice.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Mallard Financial Partners INC
Wfg Advisors, LP
Wfg Investments, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 states
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