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Ryan Ray Barnhill

LPl Financial LLC

Santee, CA

San Diego, CA

CRD 6335285

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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
CA RA APPROVED 2023-11-06
TX RA APPROVED_RES 2023-11-06
  • CA RA
    APPROVED
    Since 2023-11-06
  • TX RA
    APPROVED_RES
    Since 2023-11-06

Branch Locations

Santee, CA • United States

3111 Camino Del Rio North Ste 413, San Diego, CA 92108 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones San Diego CA 01/2014 11/2023
Lpl Financial Llc San Diego CA 11/2023 Present
Previous Registrations
  • 2014-10-20 → 2023-11-08
    St Louis, MO
    San Diego, CA
    La Mesa, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
Other Businesses

1) 11/2023 - Barnhill Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-08
  • S66 Uniform Combined State Law Examination
    2014-08-08

View on SEC IAPD

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