Ryan Pledger is a registered investment advisor at LPL Financial LLC, based in Missouri City, TX, 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
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
Missouri City, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates Sienna Wealth Management as a DBA for his LPL business. He is also a board member for Sienna MUD 6 and owns Mailbox Leveling, spending minimal time on the former and about 10-20% of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
State Registrations7 states
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.