RF
Ryan L. Franklin
MOSS ADAMS WEALTH ADVISORS LLC
YAKIMA, WA 98907
Some features on this profile are disabled
CRD#: 5283929
RF
Professional summary
Ryan Lynn Franklin, CFP® is a registered financial advisor currently at MOSS ADAMS WEALTH ADVISORS LLC located in Yakima, Washington.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
MOSS ADAMS, LLP; 402 EAST YAKIMA AVENUE, SUITE 110, YAKIMA, WASHINGTON 98907 - TAX SENIOR MANAGER IN A CPA FIRM. DUTIES INCLUDE PREPARATION AND REVIEW OF INCOME, ESTATE, AND OTHER TAX RETURNS, VARIOUS TYPES OF TAX AND BUSINESS PLANNING, MANAGING CLIENT RELATIONSHIPS, AND SUPERVISING STAFF. ACTIVITY IS NOT INVESTMENT RELATED. EMPLOYMENT BEGAN ON 9/8/1998. TOTAL HOURS DEDICATED APPROXIMATE 2,380 PER YEAR.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Lynn Franklin'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®
CFP®
Start date: 2003
Experience
Current
January 25, 2007 - Present
MOSS ADAMS WEALTH ADVISORS LLC
Office #1: 402 E Yakima Ave Ste 110, Yakima, WA 98907RIA
CRD#: 108917
YAKIMA, WA
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".
MA
MOSS ADAMS WEALTH ADVISORS LLC
DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.
CRD#: 108917 / SEC#: 801-58074
RIA
Registered Investment Advisory firm - (10/26/2000 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
Washington(1/25/2007)
Current Firm
MA
MOSS ADAMS WEALTH ADVISORS LLC
DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.
CRD#: 108917 / SEC#: 801-58074
RIA
Registered Investment Advisory firm - (10/26/2000 Approved)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
999 Third Ave Ste 2800, Seattle, WA 98104
Mailing Address
Phone number
(206) 302-6500
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,627 |
| AUM (Assets Under Management) | $ 4,753,819,117 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | ||
| 02/20/2025 | ||
| 03/27/2024 | ||
| 03/06/2024 | ||
| 02/18/2023 |
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
MOSS ADAMS WEALTH ADVISORS LLC
CRD#: 108917Yakima, WA 98907TRUST BUT VERIFY
Monitor Ryan Franklin
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
