LPL Financial
45yrs
Top advisor by experience in Lancaster
8yrs
Ryan Marshall
Financial advisor at Janney Montgomery Scott
Based in Lancaster, Pennsylvania, Ryan Marshall is a fiduciary financial advisor with 8 years of industry experience. Ryan has been with Janney Montgomery Scott since 2018. Janney Montgomery Scott offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1650 Crooked Oak Drive Suite 100, Lancaster, PA 17601
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
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
- 2018 – nowJanney Montgomery Scott LLCCurrent firm
Contact Ryan
Local office(717) 519-4185Ask for Ryan. (215) 665-6000Main office · Philadelphia, PA 1650 Crooked Oak Drive Suite 100Lancaster, PA 17601Office · Get directions Facebook pageJanney Montgomery Scott
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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 Ryan’s local office at (717) 519-4185 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Ryan Marshall.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 8 years. 8 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?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, 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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