Ryan Raymond Leblanc

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Workers Credit Union
  Lunenburg, MA
• 02/2014 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Lunenburg, MA

Previous Registrations

• 2019-09-06 → 2025-05-15
  Cuso Financial Services, L.P.
  Lunenburg, MA

Other Businesses

1 - 06/2025 - Workers Investments & Planning Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-21
• S63 Uniform Securities Agent State Law Examination
  2005-10-30