Ryan C. Ammon

DOUBLE EAGLE WEALTH MANAGEMENT LLC

DALLAS, TX 75225

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CRD#: 6115991

Professional summary

Ryan Christopher Ammon, CFP®, who also goes by Ryan Ammon, is a registered financial advisor currently at DOUBLE EAGLE WEALTH MANAGEMENT LLC located in Dallas, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Divorce Planning

Employee and Employer Plan Ben...

Investment Planning

Education Planning

Comprehensive Financial Planni...

Business Succession Planning

Tax Planning

Retirement Income Management

Life Transitions

Estate Planning

Retirement Planning

Inheritance

Small Business Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Ryan Ammon

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.

Licensed Insurance agent; fixed insurance products; since January 2013; Dallas, TX; approximately 5 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Ammon'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 18, 2024 - Present

DOUBLE EAGLE WEALTH MANAGEMENT LLC

Office #1: 5960 Berkshire Lane 6th Floor, Dallas, TX 75225

RIA

CRD#: 330398

DALLAS, TX

Past

January 7, 2013 - June 14, 2024

EDWARD JONES

RIA

CRD#: 250

DALLAS, TX

Past

October 24, 2012 - June 14, 2024

EDWARD JONES

CRD#: 250

DALLAS, TX

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

Texas
(6/18/2024)

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: 11/9/2012

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: 10/23/2012

General Securities Representative Examination

Current Firm

DOUBLE EAGLE WEALTH MANAGEMENT LLC

CRD#: 330398 / SEC#:

Texas

Registered Investment Advisory firm - (6/18/2024 Approved)

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Contact information

Main Address

5960 Berkshire Lane 6th Floor, Dallas, TX 75225

Mailing Address

5960 Berkshire Lane 6th Floor, Dallas, TX 75225

Phone number

(214) 814-4978

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 70,234,915

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Ryan C. Ammon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Ammon's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOUBLE EAGLE WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2012

Current Firm

DOUBLE EAGLE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOUBLE EAGLE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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