RM
RM

Ryan Myers

4 Years of Experience
Lake Oswego, OR
2 DisclosuresBroker

Ryan Myers is a registered investment advisor at Park Avenue Securities LLC, based in Lake Oswego, OR, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

5 Centerpointe Drive, Suite 220, Lake Oswego, OR, 97035

Get directions

History

Regulatory History (2)
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Financial
January 2020
Final
Financial
October 2016
Final
Other Business Activities

Ryan is involved in three outside business activities: filing form 941 for Employee Retention Credit, sales for SolarPros, and work with Stryde. These activities require minimal time commitment and are not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2023 - Present · 3 yrs
Park Avenue Securities LLC
June 2022 - Present · 3 yrs 11 mos
Park Avenue Securities LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Independent Financial Group, LLCBroker
May 2021 - May 2022 · 1 yr
State Registrations3 states
CAORWA
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.
Ryan Myers - Financial Advisor | TrueAdvisor