Ryan M Taylor

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

• 02/2006 → 09/2018
  Ohio National Financial Services
  Cincinnati, OH
• 06/2006 → 09/2018
  Ohio National Equities Inc
  Cincinnati, OH
• 11/2018 → Present
  Lpl Financial, Llc
  Henrico, VA

Other Businesses

1. 11/15/2018 - No Business Name - Investment Related - Mason OH 45040 - Real Estate Rental - Started 08/01/2009 - Condo rental. 2. 1/22/2020 - Summit Investment Planning - DBA: Summit Investment Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2019 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 1/27/2021 - Saint Christopher's School - Not Investment Related - 711 St. Christopher's Road Richmond, VA 23226 - Outside/W-2 Employment - Assistant Golf Coach - Start Date: 1/4/2021 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-21
• S63 Uniform Securities Agent State Law Examination
  2015-02-16