Ryan Mefford (CRD# 6481224) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charleston, IL and has over 3 years of experience in the finance industry.
CRD# 3238945
Ameriprise Financial Services, LLC
CRD# 2018216
Securities America Advisors, Inc.
CRD# 2669254
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Mid Bank & Trust | Charleston, IL | Jul 2021 - Current | 2 |
| First Mid Bank And Trust | Mattoon, IL | Jul 2021 - Current | 2 |
| First Mid Wealth Management | Mattoon, IL | Jul 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Mattoon, IL | Apr 2020 - Current | 4 |
| First Mid Wealth Management | Mattoon, IL | Apr 2020 - Current | 4 |
| Pilson Auto Center | Mattoon, IL | Dec 2015 - Mar 2020 | 4 |
| Northwestern Mutual Investment Services | Champaign, IL | Apr 2015 - Feb 2016 | < 1 |
| Eiu | Charleston, IL | Jan 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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