Ryan Allen Roy
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
10 years in the industry.
- LPL Financial LLCSep 2024 to now
- Preserve Wealth ManagementMar 2024 to now
- Ryan Roy Financial LLCNov 2023 to now
- Bluewater FinancialNov 2023 to Sep 2024
- Raymond James Financial Advisor, IncNov 2023 to Sep 2024
- Raymond James Financial Services, IncNov 2023 to Sep 2024
- Wells Fargo Clearing Services, LLCAug 2021 to Nov 2023
- RefrescoMar 2021 to Aug 2021
- UnemployedNov 2020 to Feb 2021
- Raymond James & Associates, Inc.Oct 2018 to Sep 2020
- James B. Spicer, LLCJul 2018 to Oct 2018
- Raymond James Financial Services Advisors Inc.Jul 2017 to Oct 2018
- Popmenu, LLCJul 2017 to Sep 2018
- Raymond James Financial Services, IncMay 2017 to Oct 2018
- Gonogo, IncSep 2016 to Jun 2017
- University of FloridaJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 5823169
- Firm CRD
- 6413