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Ryan James Florence

Ryan J. Florence

FERGUSON SHAPIRO LLC
Decatur, GA 30030
Some features on this profile are disabled
CRD#: 5318297
Ryan James Florence

Professional summary

Ryan James Florence, CFP® is a registered financial advisor currently at FERGUSON SHAPIRO LLC located in Decatur, Georgia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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. FIXED INSURANCE SALES - 788 West Church street to One West Court Square Ste. 750 Decatur GA 30030; FIXED INSURANCE; NON INVESTMENT RELATED; AGENT; INSURANCE SALES OF TERM, WHOLE LIFE, AND FIXED; LESS THAN 1% OF TIME SPENT 2. FLORENCE WEALTH MANAGEMENT LLC. NON- INVESTMENT RELATED.--PASS THROUGH 3. GANSFLO PROPERTIES LLC, REAL ESTATE HOLDING CO, SHAREHOLDER, WILL SHARE ON SALE PROCEEDS, SINCE 2012, 1 HR/MTH, NONE DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan James Florence'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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

March 22, 2022 - Present

FERGUSON SHAPIRO LLC

Office #1: 120 N Candler St #2, Decatur, GA 30030
RIA
CRD#: 297555
Decatur, GA
Past

October 15, 2014 - August 21, 2015

KOVACK SECURITIES INC.

BD
CRD#: 44848
JASPER, GA
Past

May 6, 2011 - December 8, 2022

KIKER WEALTH MANAGEMENT, LLC

RIA
CRD#: 154405
DECATUR, GA
Past

April 28, 2011 - October 15, 2014

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
JASPER, GA
Past

May 21, 2010 - April 27, 2011

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

August 15, 2007 - May 19, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
DECATUR, GA
Past

June 28, 2007 - May 19, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
DECATUR, GA

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".
FS
FERGUSON SHAPIRO LLC
FERGUSON SHAPIRO LLC | SHILOH ADVISORS LLC | SHILOH ADVISORS

CRD#: 297555 / SEC#: 801-113581

RIA
Registered Investment Advisory firm - (7/6/2018 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
Georgia
(3/22/2022)
IAR
Texas
(7/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/10/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/21/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/2007
General Securities Representative Examination

Current Firm

FS
FERGUSON SHAPIRO LLC
FERGUSON SHAPIRO LLC | SHILOH ADVISORS LLC | SHILOH ADVISORS

CRD#: 297555 / SEC#: 801-113581

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)
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Contact information

Main Address
120 N Candler St #2, Decatur, GA 30030
Mailing Address
Phone number
(404) 567-6771
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/28/2025)
WRAP FEE PROGRAM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts968
AUM (Assets Under Management)$ 361,798,775

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

FERGUSON SHAPIRO LLC

CRD#: 297555Decatur, GA 30030

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