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Ryan Engle

Advisor at Latitude Advisors, LLC — Harmony, NC

Updated today

Credentials

Series 66, Series 63

Experience

5 years

Location

Harmony, NC 28634

Latitude Advisors, LLC logo

Latitude Advisors, LLC

Multi-team

Total advisors

65

Across 50 offices

Clients per advisor

23 Very Low

Avg AUM per client

$324,426 Low

HNW client ratio

8% Low

About

Ryan Engle is a financial advisor with Latitude Advisors, LLC and holds the Series 66 and Series 63 designations. He has five years of industry experience, including prior roles at GWN Securities Inc., LPL Financial LLC, and Thrivent Financial. Outside of advising, Engle is involved in multi-level marketing with Amway. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, combining internal and third-party approaches to construct portfolios tailored to client goals and risk tolerance.

Client services

Based on Latitude Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Latitude Advisors, LLC

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Occupation focus

Based on Latitude Advisors, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Latitude Advisors, LLC

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification

Percentage

$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%

Commissions

Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees

Project-based

Up to $250/hour for specific financial planning services

Subscriptions

Negotiable retainer fees for ongoing financial planning and consulting services

Other

Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting

Location

See office

Harmony, NC

1716 W Memorial Highway

Harmony NC 28634

Advisors at this office

1

Most active in

North Carolina

Work history

5 years of industry experience

GWN Securities Inc.

2026 - Present • 1 year

Palm Beach Gardens, FL

LPL Financial LLC

2023 - 2026 • 3 years

Dickinson, ND

Thrivent Financial

2021 - 2023 • 2 years

Appleton, WI

Thrivent Financial

2020 - 2021 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2020 - 2023 • 3 years

Bismarck, ND

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph G

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.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired

Christopher F

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.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Laurie L

Series 66

Mocksville, NC

Edward Jones

Laurie Laucks is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016 and previously operated a business called Life's A Stitch from 2014 to 2016. Edward Jones serves more than four million individual and institutional clients with a wide range of wealth management services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Casey B

Series 66

Yadkinville, NC

Edward Jones

Casey Best is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has prior work experience in education and as a homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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