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Ryan Edward Flynn

LPl Financial LLC

Haddonfield, NJ

Haddonfield, NJ

CRD 4718792

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-10-18
NJ RA APPROVED 2010-01-29
  • TX RA
    APPROVED
    Since 2010-10-18
  • NJ RA
    APPROVED
    Since 2010-01-29

Branch Locations

76 E Euclid Ave Ste 101, Haddonfield, NJ 08033 • United States

Haddonfield, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Marlton NJ 01/2010 Present
Previous Registrations
Other Businesses

1. 04/26/2010 - REF Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/6/2017 - Vallum Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2018 - 0 Hours Per Month. 3) 04/02/2025 - LPR Euclid LLC - Investment Related - Real Estate Rental - None - Stat Date:04/16/2025 - 4 Hrs/Mth - 4 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-23
  • S66 Uniform Combined State Law Examination
    2003-12-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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