RG
RG

Ryan Guss

11 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance

Ryan Guss is a registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 11 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

51 Haddonfield Road, Suite 260, Cherry Hill, NJ, 08002

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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 Wealth Pilot Financial as a DBA for his LPL business. He also sells non-variable insurance in New Jersey, dedicating minimal time to it, and is involved with The Resources Group LLC for tax/investment purposes, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
April 2015 - May 2024 · 9 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
December 2014 - May 2024 · 9 yrs 5 mos
State Registrations29 states
AZCACOCTDCDEFLGAILINMAMDMIMNMTNCNHNJNMNVNYOHOKORPASCTNTXWA
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.