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Ryan David Hale

Advisor at LPL Financial — Atlantic Beach, NC

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

26 years

Location

Atlantic Beach, NC

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Ryan Hale is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. Prior to that, he worked at Cetera Investment Services and Banc of America Investment Services. Outside of his advisory role, he is involved with Hale Investment Group, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, including access to third-party asset management and institutional platforms, supported by advanced advisor tools and a large network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Atlantic Beach, NC

Atlantic Beach NC

Advisors at this office

1

Most active in

Maine · North Carolina · Texas

Work history

26 years of industry experience

LPL Financial, LLC

2006 - Present • 20 years

Kittery, ME

Cetera Investment Services Llc

2005 - 2006 • 1 year

ME

Banc Of America Investment Services, Inc.

2005 - 2005 • 1 year

Portsmouth, NH

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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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities

Richard H

CFP®, Series 63, Series 65

Newport, NC

Facet

Richard Hamilton II is a CFP® professional with nine years of industry experience. He currently works at Facet and previously held roles at Edward Jones and The Vanguard Group Inc. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven, model-based asset allocations and a flat subscription fee model rather than percentage-of-assets-under-management fees. The firm serves a wide range of households and integrates comprehensive planning across its multi-advisor platform.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Robert H

Series 63, Series 66

Morehead City, NC

OSAIC Institutions, INC.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., Wells Fargo Clearing, Infinex Investments, Inc., and First Bancorp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with an emphasis on firm supervision and a sizable non-discretionary asset base.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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John T

CFP®, Series 66

Morehead City, NC

Truist Advisory Services

John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Founder/Business Owner Executive
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Jacob H

Series 66

Morehead City, NC

Commonwealth Financial Network

Jacob Hoyumpa is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his career in the financial industry. Prior to joining Atlantic Wealth Management in 2026, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David M

Series 63, Series 65

Newport, NC

First Citizens Investor Services, Inc.

David Miller is a financial advisor with First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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