Ryan D. Larson

FIRSTLINE FINANCIAL LLC

GILBERT, AZ 85295

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CRD#: 6063533

Professional summary

Ryan David Larson is a registered financial advisor currently at FIRSTLINE FINANCIAL LLC located in Gilbert, Arizona.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

03/2005: Engineer, CITY OF PHOENIX, PHOENIX ARIZONA. NON INVESTMENT-RELATED. PART-TIME, 10 DAYS PER MONTH. FROM 150 S 12TH STREET, PHOENIX AZ 85034. 02/2020: FirstLine Wealth Management LLC- INDEPENDENT INSURANCE AGENT; SALES OF LIFE INSURANCE AND ANNUITIES; INVESTMENT RELATED: YES; 50% OF TIME; FROM 6713 E ALMERIA RD, SCOTTSDALE AZ 85257. STRKN LLC POSITION: OWNER/PRINCIPAL NATURE: STRICKEN IS A NEWLY FORMED BUSINESS WHERE THE COMPANY WILL BE SELLING MACHINED PARTS TO THE CONSUMER. THE MACHINED PARTS ARE PRODUCTS THAT I HAVE DESIGNED AND FABRICATED TO SELL TO THE GENERAL PUBLIC INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2015 ADDRESS: 6713 E. ALMERIA RD,, SCOTTSDALE AZ 85257 DESCRIPTION: WILL BE DESIGNING AND FABRICATION CUSTOM MACHINED PARTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan David Larson'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

June 9, 2020 - Present

FIRSTLINE FINANCIAL LLC

Office #1: 2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295

RIA

CRD#: 308056

GILBERT, AZ

Past

August 21, 2015 - May 29, 2020

KALOS MANAGEMENT

RIA

CRD#: 133025

SCOTTSDALE, AZ

Past

August 21, 2014 - August 5, 2015

BRIDGELIGHT CAPITAL LLC

RIA

CRD#: 154920

SCOTTSDALE, AZ

Past

February 25, 2014 - May 8, 2014

KALOS MANAGEMENT

RIA

CRD#: 133025

PONTE VEDRA BEACH, FL

Past

February 3, 2014 - May 29, 2020

KALOS CAPITAL, INC.

CRD#: 44337

Scottsdale, AZ

Past

April 2, 2013 - February 5, 2014

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

TEMPE, AZ

Past

August 27, 2012 - February 5, 2014

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

TEMPE, AZ

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

Arizona
(6/9/2020)

IAR

California
(7/23/2020)

IAR

Colorado
(9/21/2020)

IAR

New Mexico
(7/24/2020)

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: 2/21/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2012

General Securities Representative Examination

Current Firm

FIRSTLINE FINANCIAL LLC

CRD#: 308056 / SEC#:

Arizona

Registered Investment Advisory firm - (6/9/2020 Approved)

California

Registered Investment Advisory firm - (7/23/2020 Approved)

Colorado

Registered Investment Advisory firm - (9/21/2020 Approved)

New Mexico

Registered Investment Advisory firm - (7/23/2020 Approved)

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Contact information

Main Address

2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295

Mailing Address

Phone number

(480) 788-7290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 25,298,840

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.

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Ryan D. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan David Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRSTLINE FINANCIAL LLC

KALOS MANAGEMENT

BRIDGELIGHT CAPITAL LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2012

Current Firm

FIRSTLINE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIRSTLINE FINANCIAL LLC

TRUST BUT VERIFY

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