Ryan P Mcgonigal

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

• 08/2010 → 02/2022
  Guardian Life Ins Co Of America
  Bethesda, MD
• 04/2012 → 02/2022
  Park Avenue Securities
  Bethesda, MD
• 02/2022 → 06/2022
  Guardian Life Insurance
  Chevy Chase, MD
• 02/2022 → 06/2022
  Park Avenue Securities
  Chevy Chase, MD
• 06/2022 → 06/2022
  Guardian Life Insurance Company
  Reston, VA
• 06/2022 → 06/2022
  Park Avenue Securities
  Reston, VA
• 06/2022 → 05/2025
  Guardian Life Insurance Company
  Chevy Chase, MD
• 06/2022 → 05/2025
  Park Avenue Securities
  Chevy Chase, MD
• 05/2025 → Present
  Lpl Financial Llc
  Rockville, MD

Previous Registrations

• 2022-11-18 → 2025-05-01
  Scf Investment Advisors, Inc.
  San Diego, CA
  Rockville, MD

Other Businesses

1 - 05/2025 - RPM Financial Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 200 Hours/Month - 130 Hours During Trading - At reported business location(s). 2 - 05/2025 - RPM Financial Group LLC - Non-Variable Insurance - Inv Related - 3 Hours/Month - Rockville, MD - OBA Start Date: 11/17/2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-15
• S63 Uniform Securities Agent State Law Examination
  2009-05-28

Other Names

• Ryan Patrick Mcgonigal