RS
Ryan L. Skinner
ELITE FINANCIAL
Lewiston, ID 83501
Some features on this profile are disabled
CRD#: 4466041
RS
Professional summary
Ryan Lee Skinner is a registered financial advisor currently at ELITE FINANCIAL, INC. located in Lewiston, Idaho.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 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. 2/17/2012 - RLS PROPERTIES, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - Building commercial building for Elite Financial Office and will be leasing out other side for income. Will have multiple clients I work with doing subcontacted work to build the property via bid and acceptance - 3% TIME SPENT.
2.. 6/27/2012 - ELITE FINANCIAL, INC - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - change Crump insurance corp to Elite Financial inc. We are using Crump brokerage to sell fixed life and disability insurance - 15% TIME SPENT.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Lee Skinner's 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®
NoneExperience
Current
April 21, 2017 - Present
ELITE FINANCIAL, INC.
Office #1: 739 Bryden Suite B, Lewiston, ID 83501RIA
CRD#: 286667
Lewiston, ID
Past
July 14, 2009 - May 19, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEWISTON, ID
Past
July 14, 2009 - May 19, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
LEWISTON, ID
Past
January 24, 2008 - July 13, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LEWISTON, ID
Past
January 24, 2002 - July 13, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LEWISTON, ID
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".
EF
ELITE FINANCIAL, INC.
ELITE FINANCIAL, INC.
CRD#: 286667 / SEC#: 801-119574
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)Idaho
Registered Investment Advisory firm - (10/13/2020 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2018 Terminated)Texas
Registered Investment Advisory firm - (10/13/2020 Terminated)Washington
Registered Investment Advisory firm - (11/13/2020 Terminated)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
California(10/6/2020)
IAR
Idaho(4/21/2017)
IAR
Texas(4/21/2017)
IAR
Washington(4/25/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EF
ELITE FINANCIAL, INC.
ELITE FINANCIAL, INC.
CRD#: 286667 / SEC#: 801-119574
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)Idaho
Registered Investment Advisory firm - (10/13/2020 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2018 Terminated)Texas
Registered Investment Advisory firm - (10/13/2020 Terminated)Washington
Registered Investment Advisory firm - (11/13/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
739 Bryden Suite B, Lewiston, ID 83501
Mailing Address
Phone number
(208) 746-2007
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 239,816,615 |
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.
Company Information
ELITE FINANCIAL, INC.
CRD#: 286667Lewiston, ID 83501TRUST BUT VERIFY
Monitor Ryan Skinner
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
