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Ryan  Presley
LPL Financial

Tel: 479-434-6934
2218 South 57th Suite C
Fort Smith, AR 72903
LPL Financial | Financial Advisor in Fort Smith ,AR

About Ryan  Presley

I've been the President of Presley Wealth Management since 2009 and have been working as a financial advisor in the Ft Smith area since 2000. I believe in taking an educational approach with clients to help you understand the investments you own and how they fit your goals and objectives. The focus of my practice is investment management, retirement planning, income solutions during retirement and wealth transfer planning.

I've been married to my wife Carey since 1998 and we have two children Jace and Laney. We are an active sports family and most of our free time has been spent traveling the country for their sporting events. I'm also an avid Arkansas Razorback fan in all sports.


About LPL Financial

Financial advice is changing, and at LPL Financial, we're at the forefront. We're building a future where advisors can with no friction or complexity, as simple as turning the dials' pick the business model, services, technology, and product mix that best meet their clients needs.

With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we'll partner with you every step of the way.

Your greatness is our goal.

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General Information

Firm Start Year:   1989
No.of Employees:   More than 5000
Insurance License#:   194564
States Licensed in:   AR, OK, TX, MO, CA, FL, VA
Number of Years with Current Firm:   12
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Planning

Services

Investment Types:   Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Video Conference, Via Email, Via Phone, Your Office, Your Home

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm:   1,163,000,000,000
Assets Managed by Advisor:   30,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Flat Fee, Commissions
Fee % Based on Assets:   1.0
Minimum Fee Charged for Managed Accounts:   1.0
Minimum Fee Charged for Hourly Planning Accounts:   0

Education

Bachelor's of Business Administration  - Finance   University of Central Arkansas
09/01/1993-05/30/1998

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Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:30 AM - 4:30 PM
Tue. 8:30 AM - 4:30 PM
Wed. 8:30 AM - 4:30 PM
Thu. 8:30 AM - 4:30 PM
Fri. 9:00 AM - 3:00 PM

Communities Served

Fort Smith area Northwest Arkansas
Dallas Kansas City
Tulsa OKC
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