RB
RB

Ryan Emerson Bennett

11 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$590.3M

Fee Structure

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Location

Camarillo, CA

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History

Regulatory History (2)
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Regulatory
November 2024
Final
Employment Separation After Allegations
January 2023
Other Business ActivitiesSells Insurance

Ryan is involved in several outside business activities. He sells life insurance and fixed indexed annuities through Freedom Financial LLC, sells trading cards on eBay with his son, participates in real estate partnerships, and assists clients with EZ Equipment Zone investments, dedicating minimal time to the latter two.

Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
First Heartland Consultants, INC.
July 2019 - January 2023 · 3 yrs 6 mos
First Heartland Capital, INC.Broker
July 2019 - January 2023 · 3 yrs 6 mos
Transamerica Financial Advisors, INC.
April 2017 - July 2019 · 2 yrs 3 mos
Transamerica Financial Advisors, INCBroker
December 2013 - July 2019 · 5 yrs 7 mos
State Registrations3 states
CATNTX
Advisor
Exams
No exam information available for this advisor.