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Ryan Friesen

2 Years of Experience
San Diego, CA
Broker

Ryan Friesen is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3131 Camino Del Rio N Ste 300, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan works as a financial professional at Celeste Financial Group, where he reviews client profiles and prepares client reviews. This takes about a quarter of his time, including about 20 hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
CA
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.