RB
Ryan A. Boydston
SOARD FINANCIAL MANAGEMENT
Edmond, OK 73013
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CRD#: 7237653
RB
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.
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.
SOARD FINANCIAL CONCEPTS; INVESTMENT RELATED; INSURANCE AGENT; START DATE 03/2020; 1907 W 33rd St Suite 120, Edmond, OK 73013; 80 HOURS PER MONTH; 80 HOURS PER MONTH DURING SECURITIES TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Ryan A Boydston'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®
NoneExperience
Current
March 23, 2020 - Present
SOARD FINANCIAL MANAGEMENT, LLC
Office #1: 1907 W 33rd Street Suite 120, Edmond, OK 73013Office #2: 1907 W 33rd St Suite 120, Edmond, OK 73013Office #3: 215 State Street Suite 312, Muskogee, OK 74401Office #4: 7136 South Yale Avenue Suite 300, Tulsa, OK 74136RIA
CRD#: 156392
Edmond, OK
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
Oklahoma(3/23/2020)
IAR
Texas(3/15/2023)
Current Firm
SF
SOARD FINANCIAL MANAGEMENT, LLC
SOARD FINANCIAL CONCEPTS LLC | SOARD, DONALD W. | SOARD RETIREMENT CONCEPTS, LLC | SOARD FINANCIAL MANAGEMENT, LLC
CRD#: 156392 / SEC#:
Oklahoma
Registered Investment Advisory firm - (3/29/2011 Approved)Texas
Registered Investment Advisory firm - (3/14/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1907 W 33rd Street Suite 120, Edmond, OK 73013
Mailing Address
Phone number
(405) 509-6068
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 420 |
| AUM (Assets Under Management) | $ 70,901,678 |
Red Flags
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