Connor Ryan is a registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 6 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
3800 Arapahoe Avenue, Boulder, CO, 80303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Connor operates his LPL business under the DBA BMO Investment Services and has a financial institution duty with BMO. He also owns real estate rental properties through Real Estate Rental and Parousia Capital Holding, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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