Advisor at Wedbush Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wedbush Securities Inc.
Location
San Diego, CA
Credentials
Series 63, Series 66
Industry experience
8 years
Ryan Alling is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and with eight years of industry experience. He has worked primarily at Wedbush Securities since 2012, with a brief tenure at Edward Jones. Outside of his advisory role, Alling is involved in several health and fitness-related activities, including owning a body transformation coaching business, serving as a fitness model and brand ambassador, acting as CEO of a stem cell medical services referral company, and working as a fashion model. Wedbush Securities serves a broad client base that includes individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and brokerage arrangements, alongside clearing, custodial, and prime services, with a distinctive combination of broker-dealer, capital markets, and commodities-related functions.
Based on Wedbush Securities Inc.
Based on Wedbush Securities Inc.
$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable
Transaction-based fees for Discretionary Managed Transactional (DMT) accounts; commissions retained by WS when acting as broker
Account minimum: $25,000 Minimum fee: $250 annually for DMI-IC accounts; $500 annually for SDI-IC accounts; $1,000 annually for MMA, SMA, UMA accounts Fee-only: Financial Planning fees charged separately based on complexity and time allocated; negotiable fees for advisory services
San Diego, CA
California
Wedbush Securities
2019 - Present (7 years)
Edward Jones
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Wedbush Securities
2016 - 2018 (2 years)
Wedbush Securities
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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