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Ryan Thomsen
from First Oak Wealth Management, LLC
Ryan Thomsen is a financial advisor based in North Carolina, Raleigh,
with 16 years of experience. Ryan currently works for
First Oak Wealth Management, LLC.
Ryan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ryan Thomsen works at First Oak Wealth Management, LLC
First Oak Wealth Management, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $197,210,875 of assets under management and employs about 4 people. First Oak Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
9131 Anson Way, Suite 200, Raleigh, North Carolina, 27615
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