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Ryan Rump

2 Years of Experience
Charlotte, NC
BrokerSells Insurance

Ryan Rump is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6805 Carnegie Blvd, Suite 350, Charlotte, NC, 28211

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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 works as a financial consultant for Florida Financial Advisors (DBA Tristate Financial Advisors) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2025 - Present · 7 mos
Raymond James & Associates, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
October 2023 - October 2025 · 2 yrs
Florida Financial Advisors, LLC
June 2023 - October 2025 · 2 yrs 4 mos
State Registrations4 states
MANCOHSC
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.