Best Investors Account Sign in
Inactive

Ryan Scott Elkins

Avior Wealth Management, LLC

San Antonio, TX

Omaha, NE

CRD 4807196

Claim This Profile
Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • INVESTMENT CONSULTING

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

Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-17
  • TX RA
    APPROVED
    Since 2019-05-17

Branch Locations

9901 Ih-10 West, Suite 745, San Antonio, TX 78230 • United States

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • 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
Usaa Financial Advisors, Inc. San Antonio TX 02/2009 05/2019
Usaa Financial Planning Services San Antonio TX 02/2009 05/2019
Usaa Investment Management Company San Antonio TX 01/2018 05/2019
Nelson, Van Denburg & Campbell Wealth Management Group Llc San Antonio TX 05/2019 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 02/2009 → 05/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 02/2009 → 05/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 05/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2019 → 09/2021
    Nelson, Van Denburg & Campbell Wealth Management Group Llc
    San Antonio, TX
  • 09/2021 → Present
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-20
  • S66 Uniform Combined State Law Examination
    2004-08-20
Designations
  • Certified Financial Planner
Other Names
  • Ryan Scott Elkins
  • Ryan S Elkins

View on SEC IAPD

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor