Ryan Christopher Perry
AIF®, CFP®Professional Summary
Ryan Christopher Perry, AIF®, CFP®, who also goes by Ryan C Perry, is a registered financial advisor currently at FALCON WEALTH PLANNING, LLC located in Ontario, California. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
Specializations
Biography
Ryan has been serving individuals and families to meet their financial goals since 2011. He is currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Ryan served as a Financial Advisor for several years with Merrill Lynch specializing in asset guidance for families and businesses. He has extensive experience in portfolio analysis and investment management. Before...
Other Aliases
Ryan C Perry
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FALCON WEALTH PLANNING, INC. | FALCON WEALTH PLANNING, LLC
Contact Information
Main Address
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764Phone Number
(855) 963-2526# of Employees
40SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,567AUM (Assets Under Management)
$1,955,964,732Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FALCON WEALTH PLANNING, INC. | FALCON WEALTH PLANNING, LLC
State Registrations and Notice Filings
(1/8/2021)
(1/8/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2000About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2016About the Series 9 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2001About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Christopher Perry's CRS (Customer Relationship Summary).
Services Offered by Ryan
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
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