Ryan Scott Lambuth
Professional Summary
Ryan Scott Lambuth is a registered financial advisor currently at ASSETMARK BROKERAGE, LLC located in Concord, California. Ryan is registered as a RR (Registered Representative) and started their career in finance in 2009. Ryan has worked at 3 firms and has passed the Series 99TO, Series 6TO, SIE, Series 7, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
ASSETMARK BROKERAGE, LLC
Contact Information
Main Address
1655 Grant Street 10th Floor, Concord, CA, 94520Mailing Address
1655 Grant Street 10th Floor, Concord, CA, 94520Phone Number
(925) 787-3781Established
Delaware since 09/25/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | OWNER | — |
| DIEDENHOFEN, JENNIFER MICHELLE | AML COMPLIANCE OFFICER | 8223655 |
| EPSTEIN, ANDREW ROSS | DIRECTOR, PRODUCT DUE DILIGENCE | 1028884 |
| HANSEN, CARRIE ELLEN | PRESIDENT/ MANAGING PRINCIPAL | 4781315 |
| KOVAL, JOHN HENRY | CFO/ FINOP/ PFO/ POO | 2468284 |
| LAMBUTH, RYAN SCOTT | CHIEF COMPLIANCE OFFICER | 5382199 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2016About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Ryan Scott Lambuth's CRS (Customer Relationship Summary).
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