UBS Financial Services
47yrs
Top advisor by experience in Phoenix
17yrs
Mark Ryan
Financial advisor at LPL Financial
Mark Ryan is a fiduciary financial advisor in Phoenix, Arizona, with 17 years in the industry. After two years at Cuso Financial Services and three years at Ffec Wealth Partners, Mark joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 60% of advisors in Phoenix
OfficePhoenix, AZ
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- Nov 2023 – Aug 2025Cuso Financial Services, L.P.Previously
- Apr 2023 – Nov 2023Cuso Financial Services, L.P.Previously
- 2019 – 2022Ffec Wealth Partners LLCPreviously
- Aug 2018 – Mar 2019Woodbury Financial Services, Inc.Previously
- Aug 2018 – Mar 2019FSC Securities CorporationPreviously
- Aug 2018 – Mar 2019Osaic Wealth, Inc.Previously
- Apr 2017 – Mar 2019Osaic Services, Inc.Previously
Earlier career (1 more)
- Jul 2014 – May 2015MerrillPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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?
- 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 Mark
How do I contact Mark?
Call LPL Financial at 704-733-3300 and ask for Mark Ryan. Mark works from the Phoenix, AZ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2009, about 17 years. More experience than 60% of advisors in Phoenix.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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