LPL Financial
47yrs
Top advisor by experience in Winter Park
15yrs
Ryan Plank
Financial advisor at RBC Capital Markets
Based in Winter Park, Florida, Ryan Plank is a fiduciary financial advisor with 15 years of industry experience. Ryan joined RBC Capital Markets in 2022, after ten years at Merrill. Ryan holds the CFP® designation.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office360 Garfield Ave, Winter Park, FL 32789
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRBC Capital Markets, LLCCurrent firm
- 2012 – 2022MerrillPreviously
Questions to ask Ryan
Tailored to Ryan’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call RBC Capital Markets at 212-858-7000 and ask for Ryan Plank. Ryan works from the Winter Park, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan 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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