Ryan T. Gosline

INTEGRAL FINANCIAL PLANNERS

Rockport, ME

Some features on this profile are disabled

CRD#: 5467874

Professional summary

Ryan Thomas Gosline, who also goes by Ryan T Gosline, is a registered financial advisor currently at INTEGRAL FINANCIAL PLANNERS located in Rockport, Maine.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan T Gosline

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Gosline'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®

None

Experience

Current

January 2, 2024 - Present

INTEGRAL FINANCIAL PLANNERS

RIA

CRD#: 327666

Rockport, ME

Past

May 15, 2015 - March 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Rockport, ME

Past

May 8, 2015 - March 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

NEW YORK, NY

Past

July 23, 2012 - July 8, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

March 12, 2008 - July 8, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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

Maine
(1/2/2024)

IAR

New York
(1/22/2024)

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

State Security Law Exam

IAR

Series 66

Date: 7/13/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/14/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/8/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2008

General Securities Representative Examination

Current Firm

INTEGRAL FINANCIAL PLANNERS

INTEGRAL FINANCIAL PLANNERS | INTEGRAL FINANCIAL PLANNERS, LLC

CRD#: 327666 / SEC#:

Maine

Registered Investment Advisory firm - (1/2/2024 Approved)

New York

Registered Investment Advisory firm - (1/22/2024 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

Rockport, ME

Mailing Address

223 Union St #861, Rockport, ME 04856

Phone number

(207) 691-8660

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 4,328,444

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan T. Gosline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Gosline's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2012

Series 63

Date: 3/14/2008

Series 7TO

Date: 4/8/2025

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2008

Current Firm

INTEGRAL FINANCIAL PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRAL FINANCIAL PLANNERS

TRUST BUT VERIFY

Similar Advisors