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Ryan C Painter

Advisor at Truist Advisory Services — Luray, VA

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Luray, VA 22835

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,953

Across 643 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with firms affiliated with Truist since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment and fiduciary solutions.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Luray, VA

1402 Us Highway 211 W

Luray VA 22835

Advisors at this office

1

Most active in

Texas · Virginia

Work history

16 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, INC.

2021 - Present • 5 years

Luray, VA

Bb&T Securities, Llc

2018 - 2021 • 3 years

Woodstock, VA

BBTIS

2011 - 2018 • 7 years

Charlotte, NC

First Command Brokerage Services, inc.

2010 - 2011 • 1 year

Colonial Heights, VA

Disclosures

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

Business activities & affiliations

user avatar

John L

ChFC®, Series 63, Series 65

Stanley, VA

Mutual Of Omaha Investor Services, Inc.

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of experience in the financial industry, including roles at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, AAA Club Alliance Inc, and MSI Financial Services, Inc. Outside of his advisory work, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm’s approach includes utilizing third-party money managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sean L

CFP®, ChFC®, Series 63, Series 65

Mt Jackson, VA

Valic Financial Advisors

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Calan J

Series 63, Series 66

Edinburg, VA

OSAIC Institutions, INC.

Calan Jansen is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and opens retail accounts. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Amy H

CFP®, Series 66

Mount Jackson, VA

Edward Jones

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

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

Series 66

Mt Jackson, VA

Edward Jones

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Nathan D

Series 66

Luray, VA

LPL Financial

Nathan Dofflemyer is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked for the Town of Luray from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms while supporting advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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