RH
RH

Ryan Harrison

12 Years of Experience
Granite Bay, CA
Broker

Ryan Harrison is a registered investment advisor at LPL Financial LLC, based in Granite Bay, CA, with 12 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

5955 Granite Lake Dr Ste 120, Granite Bay, CA, 95746

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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 Activities

Ryan operates Snyder Wealth Management Group as a DBA for his LPL business since 2017. He also operates U-CORE Capital as a DBA for his LPL business, dedicating full-time hours to it, with 110 hours specifically during securities trading.

Employment History
Current Registrations
LPL Financial LLC
February 2017 - Present · 9 yrs 3 mos
LPL Financial LLCBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2013 - February 2017 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - February 2017 · 3 yrs 3 mos
State Registrations10 states
AZCAIDMAMDMNNCNVSCWA
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.