State Farm Investment Management
4yrs
4 years in the industry
27yrs
Patrick Ryan is a fiduciary financial advisor in Bunkie, Louisiana, with 27 years in the industry. Patrick joined Equitable Advisors in 2002, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Bunkie, and one of 3 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience at Equitable Advisors
OfficeBunkie, LA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2002 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Equitable Advisors at 212-314-4600 and ask for Patrick Ryan. Patrick works from the Bunkie, LA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 27 years. Top 18% by experience at Equitable Advisors.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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