Cetera Investment Advisers
42yrs
Top advisor by experience in Batavia
9yrs
Ryan Flore
Financial advisor at Principal Securities
Ryan Flore has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Batavia, New York. Ryan has been with Principal Securities since 2022; before that, Ryan spent four years at Equitable Advisors. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 28 advisors with offices in Batavia, and one of 25 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office401 W Main St, Batavia, NY 14020
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
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.
Career
- 2022 – nowPrincipal Securities, Inc.Current firm
- 2018 – 2022Equitable Advisors, LLCPreviously
Contact Ryan
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Ryan. 401 W Main StBatavia, NY 14020Office · Get directions X (Twitter) pagePrincipal Securities
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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
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About Ryan
How do I contact Ryan?
Call Principal Securities at (888) 774-6267 and ask for Ryan Flore. Ryan works from the Batavia, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Ryan hold?
Series 63, Series 65. 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?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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