Ryan Heacock
Professional summary
Ryan Heacock, who also goes by Jonathan Ryan Heacock, is a registered financial advisor currently at FELLOWSHIP FINANCIAL PLANNING located in Spokane, Washington.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Heacock's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2024 - Present
FELLOWSHIP FINANCIAL PLANNING
Office #1: 502 W Riverside Ave, Suite 201, Spokane, WA 99201December 20, 2019 - July 1, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
February 9, 2017 - June 26, 2020
FINANCIAL MANAGEMENT, INC.
January 12, 2017 - January 12, 2017
LPL FINANCIAL LLC
January 12, 2017 - August 23, 2019
LPL FINANCIAL LLC
March 17, 2014 - January 17, 2017
FORESTERS ADVISORY SERVICES, LLC
June 10, 2008 - January 17, 2017
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
FELLOWSHIP FINANCIAL PLANNING
CRD#: 330347 / SEC#: 801-129755
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2024)
(7/5/2024)
(4/3/2024)
Exams
Current Firm
FELLOWSHIP FINANCIAL PLANNING
CRD#: 330347 / SEC#: 801-129755
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,058 |
| AUM (Assets Under Management) | $ 362,365,828 |
Red Flags
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