Kelly Ryan (CRD# 7264930) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olio Financial Planning | Blacksburg, VA | Jul 2021 - Current | 2 |
| Olio Financial Planning | Blacksburg, VA | Sep 2020 - May 2021 | < 1 |
| Virginia Tech Event Services Office | Blacksburg, VA | May 2019 - May 2021 | 2 |
| Virginia Tech | Blacksburg, VA | Aug 2017 - May 2021 | 3 |
| Egan, Berger, & Weiner, LLC | Vienna, VA | Jun 2020 - Aug 2020 | < 1 |
| Virginia Tech War Memorial Chapel | Blacksburg, VA | May 2019 - Aug 2019 | < 1 |
| Woodbridge Senior High School | Woodbridge, VA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- VA
-
Total Assets Under Management413MILLIONS
-
Total Number of Accounts1,486ACCOUNTS
-
Average Account Value$277,704
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
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