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Ryan Wayne Whited

Wealthtrak Advisors

Virginia Beach, VA

CRD 6416287

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Employer firm

Wealthtrak Advisors CRD 160057

$214M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Wealthtrak Advisors

272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-04-27
  • VA RA
    APPROVED
    Since 2015-04-27

Branch Locations

272 Bendix Road Suite 130, Virginia Beach, VA 23452 • 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
Wealthtrak Advisors Virginia Beach VA 10/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-27
  • S65 Uniform Investment Adviser Law Examination
    2015-04-27
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

More in Virginia Beach, VA

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