RL
RL

Ryan M. Leggett

8 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
125 clients
Average Client Portfolio
$743K average
Assets Under Management
$92.9M

Fee Structure

Minimum Investment:$50K
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Location

500 West 5th Street, Suite 1205, Austin, TX, 78701

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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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Employment History
Current Registrations
Herndon Plant Oakley, LTD.Broker
March 2025 - Present · 11 mos
Oxbow Advisors, LLC
March 2025 - Present · 11 mos
Previous Registrations
Herndon Plant Oakley LTD
March 2025 - March 2025 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - February 2025 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - February 2025 · 7 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ryan M. Leggett - Financial Advisor | TrueAdvisor