Ryan Walter Carlin
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCApr 2026 to now
- Freedom Financial Wealth ManagementSep 2025 to now
- Cetera Investment Advisers LLCOct 2025 to Apr 2026
- Cetera Wealth Services, LLCOct 2025 to Apr 2026
- UnemployedJan 2025 to Sep 2025
- TIAAAug 2022 to Dec 2024
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to Dec 2024
- UnemployedJun 2022 to Aug 2022
- Minnesota Life Insurance CompanyJan 2021 to Jun 2022
- Securian Advisors of New EnglandJan 2021 to Jun 2022
- Securian Financial Services IncJan 2021 to Jun 2022
- UnemployedNov 2020 to Jan 2021
- Capital AnalystsMar 2014 to Oct 2020
- Lincoln InvestmentJun 2013 to Oct 2020
- Lincoln Investment Planning, IncJun 2013 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4478256
- Firm CRD
- 6413