Robert Ellis Ryness
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCAug 2026 to now
- Rogue Credit UnionAug 2026 to now
- Edward JonesApr 2024 to Jul 2026
- UnemployedJan 2024 to Apr 2024
- Thrivent FinancialSep 2023 to Jan 2024
- Thrivent Investment Management IncJul 2023 to Sep 2023
- WalmartJul 2022 to Sep 2023
- Exp Realty of California, incFeb 2019 to Dec 2022
- Madison Real Estate Professionals, incJan 2019 to Feb 2019
- J. F. Shea ConstructionApr 2018 to Feb 2020
- Mcm Partners, incJan 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7733098
- Firm CRD
- 6413