Ryan Rippy (CRD# 7910846) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Peoria, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Asset Management, LLC | Bellevue, WA | Apr 2024 - Current | < 1 |
| Synergy Asset Management, LLC | Bellevue, WA | Aug 2018 - Current | 5 |
| Equity Advisor Services | Denver, CO | May 2015 - Aug 2018 | 3 |
| The Entrust Group | Oakland, CA | Jun 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- AZ
-
Total Assets Under Management824MILLIONS
-
Total Number of Accounts5,972ACCOUNTS
-
Average Account Value$137,928
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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