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ROBERT RYAN ADKERSON

ROBERT R. ADKERSON

Some features on this profile are disabled
CRD#: 5908629
ROBERT RYAN ADKERSON

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

ROBERT RYAN ADKERSON, who also goes by Ryan Adkerson, was a registered financial professional .

ROBERT is a previously registered financial professional and started their career in finance in 2011. ROBERT had worked at 1 firm and has passed the SIE, Series 87 and Series 7 exams.

Biography

CAPTRUST welcomed Ryan in 2021, and he currently serves as a vice president and financial advisor. In this role, he provides retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Ryan joined CAPTRUST from Crescent Capital Consulting, where he worked as an investment management consultant. He earned a Bachelor of Business Administration degree in accounting from Mississippi State University and has worked in the industry since 2017. Outside of work, Ryan participates in numerous local philanthropic activities, including serving as a trustee for the National World War II Museum and a board member for the Bureau of Governmental Research. He’s also active in various local preservation initiatives, after-school programs, and animal welfare efforts.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan Adkerson

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Education

Mississippi State University

BBA - Accounting

Experience

Past

July 27, 2011 - May 15, 2015

IBERIA CAPITAL PARTNERS L.L.C.

BD
CRD#: 152766
NEW ORLEANS, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 5/15/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 4/11/2012
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 7/25/2011
General Securities Representative Examination

Current Firm

IC
IBERIA CAPITAL PARTNERS L.L.C.
IBERIA CAPITAL PARTNERS L.L.C.

CRD#: 152766 / SEC#: , 8-68477

BD
Terminated by SEC on 03/07/2021
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Contact information

Main Address
Mailing Address
Phone number
Established
Louisiana since 12/17/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
FIRST HORIZON NATIONAL CORPORATIONMEMBER
BYRD, DARYL GLYNNDIRECTOR5761573
LAKEY, MARY THIELCHIEF OPERATIONS OFFICER/CCO5842843
PARKER, JEFFERSON GLENNYDIRECTOR/CEO/CFO835439
PELLETIER, MICHAEL DAVIDDIRECTOR5761585
RESTEL, ANTHONY JOSEPHDIRECTOR5762931
WORLEY, CLIFTON MDIRECTOR/PRESIDENT5246893

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

IBERIA CAPITAL PARTNERS L.L.C.

Vice President, Financial AdvisorCRD#: 152766

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