Ryan Smith
CERTIFIED FINANCIAL PLANNER™ professional and Principal at Northeast Planning Associates and LPL Financial
- Role
- Certified Financial Plannertm Professional and Principal at Northeast Planning Associates
- Location
- Newburyport, MA, US
- LinkedIn followers
- 500 followers
About Ryan Smith
We are a comprehensive wealth management firm dedicated to providing strategic financial recommendations and customized investment solutions to address the unique concerns of individuals, families, and business owners.Our Newburyport team understands the complexities of family dynamics, and the affect life changing events and personal aspirations have on planning. Our top priority is to help enhance the lives and financial future of those with whom we work and the people they care about. We believe in long-term relationships built on a foundation of our fiduciary capacity, trust, transparency, and honest, open communication.Financial planning offered through Northeast Planning Associates, Inc.(NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. NPA and LPL Financial are not affiliated. For a list of states in which I am registered to do business, please visit party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Certified Financial Plannertm Professional and Principal
May 2014 — Present · Newburyport, MA, US
Contact my office at (97••••••83, or via email at r••••••••@lpl.com.
Education
Virginia Tech
BS, Finance
1991 — 1995
Skills
- Series 6
- Series 24
- Series 65
- Certified Financial Planner
- Series 63
- Series 7
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.