RL
CFP
RL
CFP
Ryan Liddell
13 Years of Experience
Clarence, NY
1 DisclosureBroker
Ryan Liddell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarence, NY, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
9505 Main Street, Clarence, NY, 14031
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2017Denied
Other Business Activities
Ryan is an owner of Scheff Liddell Wealth Group, providing financial advice to clients. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
July 2012 - April 2016 · 3 yrs 9 mos
AXA Advisors, LLCBroker
June 2012 - April 2016 · 3 yrs 10 mos
State Registrations40 states
ARAZCACOCTDCDEFLGAIDILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.