Ryan Williams
Ryan Williams is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rockport, TX, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2808 Traylor Blvd., Rockport, TX, 78382
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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 operates Field Guide Financial as a DBA for his LPL business and owns Ryan B Williams Art. He also owns Ryan Williams Insurance, selling non-variable insurance, and Bull Moose Capital LLC, a real estate rental business, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
NFP Retirement INC.
Kestra Investment Services, LLCBroker
Akf Holdings, LLC
Wfg Investments, INC.Broker
NFP Securities, INC.Broker
State Registrations18 states
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.