Ryan Noterman (CRD# 2545770) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acrylic Financial, Inc. | Fountain Hills, AZ | Dec 2019 - Current | 4 |
| Brooklight Place Securities, Inc. | Fountain Hills, AZ | Mar 2012 - Current | 12 |
| Noterman Agency | Hingham, MA | Dec 2008 - Current | 15 |
| Interactive Financial Advisors | Chicago, IL | Nov 2016 - Jan 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$181,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA
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