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RB

Ryan J. Barnes

REGENCY INVESTMENT ADVISORS
Fresno, CA 93711
Some features on this profile are disabled
CRD#: 7006295
RB

Professional summary

Ryan John Barnes is a registered financial advisor currently at REGENCY INVESTMENT ADVISORS INC located in Fresno, California and PLANCORP, LLC located in Fresno, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 4 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan John Barnes's CRS (Customer Relationship Summary).
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

August 14, 2023 - Present

REGENCY INVESTMENT ADVISORS INC

Office #1: 1312 W Herndon, Suite 101, Fresno, CA 93711
RIA
CRD#: 106990
Fresno, CA
Current

April 1, 2026 - Present

PLANCORP, LLC

Office #1: 1312 W. Herndon Ave. Suite 101, Fresno, CA 93711
RIA
CRD#: 106599
Fresno, CA
Past

October 9, 2019 - July 24, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
FRESNO, CA
Past

October 9, 2019 - July 24, 2023

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
FRESNO, CA
Past

November 21, 2018 - September 5, 2019

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Fresno, CA
Past

October 5, 2018 - September 5, 2019

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Fresno, CA

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".
PLANCORP, LLC
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC

CRD#: 106599 / SEC#: 801-20398

RIA
Registered Investment Advisory firm - (1/14/1984 Approved)

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
California
(8/14/2023)
IAR
Texas
(4/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/6/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2018
General Securities Representative Examination

Current Firm

PLANCORP, LLC
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC

CRD#: 106599 / SEC#: 801-20398

RIA
Registered Investment Advisory firm - (1/14/1984 Approved)
PREMIUM
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Contact information

Main Address
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829
Mailing Address
Phone number
(636) 532-7824
Established
Firm type
Fiscal year end
# of Employees
80

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PLANCORP, LLC FORM ADV PART 2A BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts6,711
AUM (Assets Under Management)$ 7,294,144,052

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/09/2024
Cover Page
Report
12/07/2023
Cover Page
Report
10/27/2022
Cover Page
Report

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.

Company Information

PLANCORP, LLC

PLANCORP, LLC

CRD#: 106599Fresno, CA 93711

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