Ryan Cessna
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCMay 2023 to now
- The Vanguard Group, Inc.Sep 2022 to May 2023
- TekpartnersApr 2022 to Aug 2022
- Priority1Jan 2022 to Apr 2022
- Quackt GlassJul 2021 to Dec 2021
- Williams and FudgeMay 2021 to Jun 2021
- Palmetto DunesAug 2020 to Apr 2021
- 3i ProductsJun 2020 to Aug 2020
- GncMay 2020 to Aug 2020
- University of South Carolina BeaufortAug 2019 to May 2020
- GncAug 2017 to Aug 2019
- Charanda of Fort MillAug 2017 to Aug 2017
- Publix SupermarketsDec 2015 to Jul 2017
- Fort Mill High SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7610920
- Firm CRD
- 6413