Ryan Halterman (CRD# 7159736) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Kennewick, WA and has over 3 years of experience in the finance industry.
CRD# 6340382
D.a. Davidson & Company
CRD# 6058551
D.a. Davidson & Company
CRD# 1243620
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | May 2020 - Current | 4 |
| Centaurus Financial Inc. | Anaheim, CA | Nov 2019 - May 2020 | < 1 |
| New York Life | Spokane, WA | Jul 2019 - Nov 2019 | < 1 |
| Eastern Washington University | Spokane, WA | Sep 2018 - Jun 2019 | < 1 |
| Eastern Washington University | Spokane, WA | Sep 2015 - Jun 2019 | 3 |
| Pacific Crest Planning | Kennewick, WA | Jul 2016 - Dec 2018 | 2 |
| Eastern Washington University | Spokane, WA | Jun 2018 - Aug 2018 | < 1 |
| Lyft | San Francisco, CA | Sep 2017 - May 2018 | < 1 |
| Senske Lawn Care | Kennewick, WA | May 2016 - Jun 2016 | < 1 |
| Unemployed | Kennewick, WA | Aug 2015 - Apr 2016 | < 1 |
| Legacy Pools | Kennewick, WA | May 2015 - Jul 2015 | < 1 |
| Ca Sales | Kennewick, WA | Aug 2014 - Apr 2015 | < 1 |
| Unemployed | Kennewick, WA | Jun 2014 - Jul 2014 | < 1 |
| Southridge High School | Kennewick, WA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- AZ
- CA
- ID
- WA
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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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