Ryan A Boydston
Professional Summary
Ryan A Boydston is a registered financial advisor currently at SOARD FINANCIAL MANAGEMENT, LLC located in Edmond, Oklahoma. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Current Firm
SOARD FINANCIAL CONCEPTS LLC | SOARD, DONALD W. | SOARD RETIREMENT CONCEPTS, LLC | SOARD FINANCIAL MANAGEMENT, LLC
Contact Information
Main Address
1907 W 33rd Street Suite 120, Edmond, OK 73013Phone Number
(405) 509-6068# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
397AUM (Assets Under Management)
$72,983,523Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
State Registrations and Notice Filings
(3/23/2020)
(3/15/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL
CRS (Client Relationship Summary) - RIA
Click below to view Ryan A Boydston's CRS (Customer Relationship Summary).
Similar Advisors
JEFFERIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
ADUNA CAPITAL