Ryan Frailich (CRD# 6720951) is an Investment Advisor Representative working at Deliberate Finances in New Orleans, LA and has over 7 years of experience in the finance industry. Ryan Frailich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
New Orleans College Prep | New Orleans, LA | Aug 2011 - Current | 12 |
Frailich Consulting, LLC | New Orleans, LA | Jan 2016 - Jan 2020 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- LA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$80,474
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
LA, TX
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