RB
Ryan Benson
INDEPENDENT FINANCIAL PLANNING
Reston, VA 20190
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CRD#: 7400027
RB
Professional summary
Ryan Benson, who also goes by Ryan Marshall Tasker-benson, is a registered financial advisor currently at INDEPENDENT FINANCIAL PLANNING located in Reston, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Marshall Tasker-Benson
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.
EPE Math Tutoring - provides math tutoring, CEO and founder, started 03/2019. 5 hours/month not during securities trading hours. Independent Financial Education - provides financial education resources, seminars and coaching; Managing Director, started 11/2022, 40 hours/month minimally during trading hours. Insurance brokerage services as a part of Independent Financial Planning, LLC, licensed in 2022, began in 08/2022, exclusively during trading hours, 2 hours/month.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Benson'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
September 19, 2022 - Present
INDEPENDENT FINANCIAL PLANNING
Office #1: 1930 Isaac Newton Sq Suite 205, Reston, VA 20190RIA
CRD#: 173917
Reston, VA
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(9/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IF
INDEPENDENT FINANCIAL PLANNING
INDEPENDENT FINANCIAL PLANNING | INDEPENDENT FINANCIAL PLANNING, LLC
CRD#: 173917 / SEC#:
Virginia
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Contact information
Main Address
Great Falls, VA
Mailing Address
1930 Isaac Newton Square Suite 205, Reston, VA 20190
Phone number
(571) 969-1458
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 331 |
| AUM (Assets Under Management) | $ 30,085,833 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Virginia | ERA - Withdrawn | 12/2/2014 |
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.
