Ryan Boyer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cressona, PA, with 3 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
3 S. Sillyman Street, Cressona, PA, 17929
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates Tobash Financial Solutions, LLC as a DBA for his LPL business. He also works in customer service for DGN Sports Cards, dedicating nearly full-time hours to this role, which accounts for 30% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
River Wealth Advisors LLC
State Registrations7 states
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