Ryan Lew is a CFP-designated registered investment advisor at LPL Financial LLC, based in Eugene, OR, with 13 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
1600 Executive Pkwy Ste 230, Eugene, OR, 97401
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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 as a Financial Advisor at Highland Capital, focusing on fixed and indexed annuities, dedicating a few hours per week. He also operates under the name Tetralogy Financial Planning Group.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations19 states
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