Advisor at OSAIC Institutions, INC.
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.
Location
Lancaster, NH 03584
Credentials
Series 66
Industry experience
7 years
Ryan Thompson is a financial advisor with OSAIC Institutions, INC. based in Lancaster, NH. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm primarily operates with a non-discretionary asset management approach and provides a range of lending and cash-management options.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
117 Main St
Lancaster, NH 03584
New Hampshire
Infinex Investments, Inc.
2023 - Present (3 years)
Passumpsic Savings Bank
2023 - Present (3 years)
Citizens Inc
2022 - 2023 (1 year)
Merrill
2022 - 2022 (1 year)
Edward Jones
2019 - 2022 (3 years)
St Johnsbury Automobile
2018 - 2019 (1 year)
Edward Jones
2018 - 2018 (1 year)
St Johnsbury Automobile LLC
2007 - 2018 (11 years)
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Lancaster, NH
Raymond James Financial
Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones for 10 years and serves in the U.S. Army National Guard. Outside of advising, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.
Series 66
Lancaster, NH
Edward Jones
James Benoit is a financial advisor with Edward Jones in Lancaster, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Portsmouth Naval Shipyard. Outside of advising, he manages rental property activities in Rochester, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.
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