RC
RC

Ryan Carson

13 Years of Experience
Nashville, TN
BrokerSells Insurance

Ryan Carson is a registered investment advisor at VALIC Financial Advisors, INC., based in Nashville, TN, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
Loading...

Location

1 Music Circle North, Suite 400, Nashville, TN, 37203

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ryan is a member at large of the Barrington Homeowners Association and a principal at TennEV LLC, an automotive aftermarket company, dedicating a few hours per week to each. He is also an agent for AGIA selling non-securities insurance products.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2015 - Present · 11 yrs
VALIC Financial Advisors, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
J.P. Morgan Securities LLC
May 2013 - May 2015 · 2 yrs
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations35 states
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMEMOMTNCNENJNMNVNYOHORPASCTNTXVAWAWIWY
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.