Ryan Davidson Mcpherson
CFP®Professional Summary
Ryan Davidson Mcpherson, CFP®, who also goes by Ryan D Mcpherson, is a registered financial advisor currently at INTELLIGENT WORTH located in Atlanta, Georgia and SMARTPATH ADVISORS located in Atlanta, Georgia. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan D Mcpherson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
INTELLIGENT WORTH | INTELLIGENT WORTH, LLC
Contact Information
Main Address
Atlanta, GAMailing Address
1909 North Akin Dr Ne, Atlanta, GA 30345Phone Number
(301) 512-9729# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$350,658Similar Advisors
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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.
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State Registrations and Notice Filings
(7/26/2017)
(1/4/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Davidson Mcpherson's CRS (Customer Relationship Summary).
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