Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry.
Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP.
Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.
|Firm Start Year:||2006|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MA, MS, NC, NJ, NV, NY, OH, PA, TX, WI|
|Number of Years with Current Firm:||13|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning|
|Investment Types:||Stocks, Bonds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Insurance, Options & Futures, Commodities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, Our Offices, Video Conference, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity, Variable Life, Long Term Care, Variable Annuity|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an 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|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Fee % Based on Assets:||Tiered|
LPL ADV 2A
Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER® .
Ryan started his career at Merrill Lynch under their Paths of Achievements Program.
His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc.
Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.