Advisor at Elite Financial, 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
Elite Financial, Inc.
Location
Lewiston, ID 83501
Credentials
Series 63, Series 66
Industry experience
24 years
Ryan Skinner is a financial advisor with Elite Financial, Inc. in Lewiston, ID, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at LPL Financial LLC from 2009 to 2017 before joining Elite Financial. Outside of advising, he is involved in building a commercial property that includes his office space and leased commercial units. Elite Financial serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes tailored portfolios using mutual funds and ETFs, combining quantitative and qualitative analysis with modern portfolio theory, and manages a large asset base and client roster per advisor.
Based on Elite Financial, Inc.
1.50% per year (flat rate, may be discounted)
Insurance product commissions earned by representatives, separate from advisory fees.
Up to $250 per hour for financial planning and consulting services.
739 Bryden, Suite B
Lewiston, ID 83501
California · Idaho · Texas · Washington
Elite Financial, Inc.
2017 - Present (9 years)
LPL Financial
2009 - 2017 (8 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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Series 63, Series 65
Lewiston, ID
Osaic Advisory Services, LLC
Series 63, Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Series 66
828 8 Th Ave, ID
Osaic Advisory Services, LLC
CFP®, Series 66
Lewiston, ID
Edward Jones
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