Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
5 years
Location
Harmony, NC 28634
Secure Asset Management, L.L.C.
Multi-team
Ryan Engle is a financial advisor with Secure Asset Management, L.L.C. in Harmony, NC, holding Series 63 and 66 licenses and bringing five years of industry experience. His prior roles include positions at LPL Financial LLC and Thrivent Financial. Outside of his advisory work, he is involved in multi-level marketing and owns a business entity used for tax and investment purposes. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.
Based on Secure Asset Management, L.L.C.
$0+: Up to 2.00% annually (negotiable, max 2%, or 0.50% quarterly) for SAM Investment Management Services $0+: 0.750% annually (0.1875% quarterly) for Third-Party Money Managers Trading Signals (portion paid to third-party managers up to 0.50%) $0 - $250,000: 0.90% annually (0.2250% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $250,001 - $500,000: 0.70% annually (0.1750% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $500,001 - $1,000,000: 0.40% annually (0.1000% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $1,000,001+: 0.27% annually (0.0675% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $0 - $1,000,000: 1.00% annually (0.2500% quarterly) for ERISA Section 3(38) Plan Investment Management Services $1,000,001 - $3,000,000: 0.75% annually (0.1875% quarterly) for ERISA Section 3(38) Plan Investment Management Services $3,000,001 - $5,000,000: 0.65% annually (0.1625% quarterly) for ERISA Section 3(38) Plan Investment Management Services $5,000,001+: 0.55% annually (0.1375% quarterly) for ERISA Section 3(38) Plan Investment Management Services
Fee-only: Fees are negotiable; no commissions charged by SAM; no performance-based fees.
Harmony, NC
1716 W Memorial Hwy
Harmony NC 28634
Advisors at this office
1
North Carolina
5 years of industry experience
Secure Asset Management, L.L.C.
2026 - Present • 1 year
Harmony, NC
Latitude Advisors
2026 - 2026 • 1 year
Yorkville, IL
GWN Securities Inc.
2026 - 2026 • 1 year
Palm Beach Gardens, FL
LPL Financial LLC
2023 - 2026 • 3 years
Dickinson, ND
Thrivent Investment Management Inc
2021 - 2023 • 2 years
Bismarck, ND
Thrivent Financial
2021 - 2023 • 2 years
Appleton, WI
Thrivent Financial
2020 - 2021 • 1 year
Appleton, WI
UnEmployed
2020 - 2020 • 1 year
Riverton, WY
Patriot Well Solutions
2020 - 2020 • 1 year
Williston, ND
Reddon, Koehn & Associates
2016 - 2020 • 4 years
Riverton, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Stony Point, NC
CreativeOne Securities, LLC
Joseph Gilleland is a financial advisor at CreativeOne Securities, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Royal Alliance Associates, Inc and Signator Investors, Inc. Outside of his advisory role, he serves as an assistant high school cross country coach at Iredell-Statesville Schools and Statesville Senior High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing both fundamental and cyclical security analysis alongside model asset allocations through its proprietary advisory platform.
Series 66
Yadkinville, NC
Edward Jones
Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.
Series 66
Mocksville, NC
Edward Jones
Laurie Laucks is a Series 66-licensed financial advisor with Edward Jones in Mocksville, NC, and has nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 66
Yadkinville, NC
Edward Jones
Casey Best is a Series 66-licensed financial advisor with Edward Jones, based in Yadkinville, NC. She has seven years of experience with Edward Jones following prior roles including work in the Vail School District and time dedicated as a housewife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a variety of client segments. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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