RM
Ryan A. Mcentire
BROWN EDWARDS WEALTH STRATEGIES
LYNCHBURG, VA 24504
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CRD#: 6410425
RM
Professional summary
Ryan Allen Mcentire is a registered financial advisor currently at BROWN EDWARDS WEALTH STRATEGIES located in Lynchburg, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
BROWN, EDWARDS & COMPANY, LLP 828 MAIN STREET, LYNCHBURG, VA 24504, NON-INVESTMENT RELATED, JANUARY 2003 TO PRESENT PARTNER / CPA DEVOTES 40 HOURS PER WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS. MEMBER OF BEC VENTURES, LLC AND LLC MEMBER. NON INVESTMENT RELATED. ENTITY STARTED IN OCTOBER 2015 AND OWNERSHIP BEGAN AT THAT TIME. 13 STATE STREET, BRISTOL, VA 24201 SHAREHOLDER OF THE BUILDING AT THE SAME LOCATION. LESS THAN 1 HOUR PER MONTH DEDICATED TO THIS ACTIVITY DURING SECURITY TRADING HOURS AND VOTING IS THE ONLY DUTY ASSOCIATED WITH THIS VENTURE. CO-OWNER OF MULTIPLE RENTAL PROPERTIES, SOME WITH AN LLC NAMED OBMAC, LLC, FOR RENTAL AND SUPPLEMENTAL INCOME. NON INVESTMENT RELATED. LESS THAN 2 HOURS PER MONTH ARE DEDICATED TO THE ACTIVITY DURING TRADING HOURS. DUTIES ARE OWNER/LANDLORD OF PROPERTIES.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2015 - Present
BROWN EDWARDS WEALTH STRATEGIES
Office #1: 828 Main Street Suite 1401, Lynchburg, VA 24504RIA
CRD#: 173559
LYNCHBURG, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BE
BROWN EDWARDS WEALTH STRATEGIES
ALLIANCE WEALTH STRATEGIES, LLC | BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559 / SEC#: 801-117391
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)Tennessee
Registered Investment Advisory firm - (10/11/2019 Terminated)Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)West Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)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
Virginia(1/8/2015)
IAR
West Virginia(1/15/2015)
Current Firm
BE
BROWN EDWARDS WEALTH STRATEGIES
ALLIANCE WEALTH STRATEGIES, LLC | BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559 / SEC#: 801-117391
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)Tennessee
Registered Investment Advisory firm - (10/11/2019 Terminated)Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)West Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
828 Main Street Suite 1401, Lynchburg, VA 24504
Mailing Address
Phone number
(434) 948-9000
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 555 |
| AUM (Assets Under Management) | $ 330,683,413 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/02/2024 | ||
| 12/28/2023 | ||
| 11/29/2022 |
Red Flags
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Company Information
BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559Lynchburg, VA 24504TRUST BUT VERIFY
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