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Ryan Blane Pollard

Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered 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

16 years in the industry.

  1. LPL Financial LLCJul 2026 to now
  2. Osaic Wealth, Inc.Jan 2025 to Jul 2026
  3. Lincoln Financial Advisors CorporationJan 2024 to Jan 2025
  4. AgiaDec 2022 to Jan 2024
  5. Valic Financial Advisors, Inc.Apr 2018 to Jan 2024
  6. Texas RoadhouseJul 2017 to Apr 2018
  7. Buffalo Wild WingsAug 2010 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
6936544
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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