Advisor at Raymond James Financial
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
Raymond James Financial
Location
Clarence, NY 14031
Credentials
CFP®, Series 66
Industry experience
13 years
Ryan Liddell is a CFP® with 13 years of industry experience, currently serving at Raymond James Financial and leading the Scheff Liddell Wealth Group. His prior experience includes roles at AXA Advisors from 2012 to 2016. He provides financial advice to his clients through his own business, Scheff Liddell Wealth Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, with a significant portion of its advisory business focused on advisory and implementation support rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
9505 Main Street
Clarence, NY 14031
Colorado · New York · Texas
Scheff Liddell Wealth Group
2021 - Present (5 years)
Raymond James Financial Services Advisors INC.
2016 - Present (10 years)
Raymond james Financial Services, Inc
2016 - Present (10 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.
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.
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:
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.
Series 65
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