Michael R Ryan

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2009 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 04/2009 → Present
  United Capital Financial Advisors
  Irving, TX
• 11/2017 → 06/2020
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2017-11-01 → 2017-11-13
  Cetera Wealth Services, Llc
  Houston, TX
• 2011-01-03 → 2017-11-01
  Girard Securities, Inc.
  Houston, TX
  Newport Beach, CA
  San Diego, CA
• 2002-04-30 → 2009-05-26
  Green/White Advisors
  Houston, TX
• 2005-10-27 → 2009-01-26
  Commonwealth Financial Network
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2001-11-19

Designations

• Certified Financial Planner

Other Names

• Michael Raymond Ryan