TrueAdvisor
TrueAdvisor
RM
RM

Ryan Lee Mcwalter

Trueplan Benefit and Retirement Advisors
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Trueplan Benefit and Retirement Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
48 clients
Average Client Portfolio
$94.8M average
Assets Under Management
$4.6B

Fee Structure

Financial Planning:Investment management only

Location

One Empire Drive, Rensselaer, NY, 12144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trueplan Benefit and Retirement Advisors
December 2020 - Present · 5 yrs 2 mos
Healthcare Community Securities CORP.Broker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Global Alternative Investment Services, INC.Broker
June 2014 - January 2020 · 5 yrs 7 mos
Wells Fargo Funds Management, LLC
February 2012 - June 2014 · 2 yrs 4 mos
Wells Fargo Funds Distributor, LLCBroker
April 2011 - June 2014 · 3 yrs 2 mos
Parker Point Capital, LLCBroker
April 2010 - April 2011 · 1 yr
Banc of America Investment Services, INC.
November 2007 - March 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
September 2007 - March 2009 · 1 yr 6 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.