Ryan L. Mcdonald

VANN EQUITY MANAGEMENT LLC

Plano, TX 75093

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CRD#: 2720049

Professional summary

Ryan Lane Mcdonald is a registered financial advisor currently at VANN EQUITY MANAGEMENT LLC located in Plano, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ryan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Salt Fork Ranch and Outfitters: Non-investment related. 725 White Mines Rd, Abilene, TX, 79603; Part time Hunting Guide service; Start Date: 01/2018; 2-20 hours a month is spent on this activity; 0 hrs during trading hours. 2) Insurance Sales: non-investment related. 3001 Paul Street Abilene, TX 79606; Start Date: 06/2021; Fixed Annuities, Long Term Care, and Whole Life. 5 hours a month is spent on this activity during trading hours. 3) Director on the board for the Russ Martin show Listeners Foundation, a charitable organization, compensation received as investment manager, investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lane Mcdonald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 22, 2021 - Present

VANN EQUITY MANAGEMENT LLC

Office #1: 4975 Preston Park Blvd #490, Plano, TX 75093

RIA

CRD#: 174239

Plano, TX

Past

February 3, 2020 - November 12, 2021

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151671

Dallas, TX

Past

February 26, 2018 - December 26, 2019

TRS ADVISORS, LLC

RIA

CRD#: 283248

Dallas, TX

Past

August 9, 2017 - December 23, 2019

JIM POE & ASSOCIATES, INC.

RIA

CRD#: 140232

FT. WORTH, TX

Past

March 2, 2016 - September 29, 2016

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

FORT WORTH, TX

Past

January 2, 2014 - March 1, 2016

CALTON & ASSOCIATES, INC.

CRD#: 20999

TAMPA, FL

Past

December 5, 2005 - December 23, 2013

FOX FINANCIAL MANAGEMENT CORPORATION

CRD#: 134277

CARROLLTON, TX

Past

June 12, 1996 - December 3, 2005

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VANN EQUITY MANAGEMENT LLC

AUSTIN WEALTH SPECIALSTS | VANN EQUITY MANAGEMENT LLC | PRECISION CAPITAL MANAGEMENT | PCM ADVISORY LLC

CRD#: 174239 / SEC#: 801-80766

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/9/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/23/1997

General Securities Principal Examination

Current Firm

VANN EQUITY MANAGEMENT LLC

AUSTIN WEALTH SPECIALSTS | VANN EQUITY MANAGEMENT LLC | PRECISION CAPITAL MANAGEMENT | PCM ADVISORY LLC

CRD#: 174239 / SEC#: 801-80766

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

4975 Preston Park Blvd #490, Plano, TX 75093

Mailing Address

Phone number

(214) 983-0346

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANN EQUITY- ADV 2A PLATFORM BROCHURE-AUG 2025 (9/2/2025)

VANN EQUITY MANAGEMENT LLC ADV PART 2A-AUG 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 203,644,459

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan L. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lane Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

PER STIRLING CAPITAL MANAGEMENT, LLC

TRS ADVISORS, LLC

JIM POE & ASSOCIATES, INC.

INVESTMENT PROFESSIONALS, INC.

CALTON & ASSOCIATES, INC.

FOX FINANCIAL MANAGEMENT CORPORATION

FOX & COMPANY INVESTMENTS INC.

Primary Firm SEC Registration

VANN EQUITY MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2017

Series 63

Date: 5/2/1996

SIE

Date: 9/29/2016

Series 7

Date: 6/11/1996

Series 24

Date: 4/23/1997

Current Firm

VANN EQUITY MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANN EQUITY MANAGEMENT LLC

TRUST BUT VERIFY

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