RF
RF

Ryan Franco

7 Years of Experience
Indian Harbour Beach, FL
BrokerSells Insurance

Ryan Franco is a registered investment advisor at LPL Financial LLC, based in Indian Harbour Beach, FL, with 7 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

2040 Highway A1A, Ste 207, Indian Harbour Beach, FL, 32937

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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 API Financial Management as a DBA for his LPL business and engages in non-variable insurance activities. He also has involvement with Franco Med Tech, Inc, Franco Family Property Group LLC (real estate rental), and other real estate rental activities, as well as working for Valle Sales Inc as a medical device coverage representative, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Spc
August 2018 - January 2023 · 4 yrs 5 mos
Sigma Financial CorporationBroker
March 2018 - January 2023 · 4 yrs 10 mos
State Registrations3 states
FLNCVA
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 Franco - Financial Advisor | TrueAdvisor