Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Aaron floyd Purdie is an investment advisor representative at Creative Planning Solutions, Inc. and Fortitude Advisors AND Accounting Inc., both based in GRAND TERRACE, CA. Ryan Purdie has been in the industry since August 2009 and has a Series 65 license. He is the owner of both firms and spends his time during securities trading hours split between the two firms, approximately 40 hours per week. Ryan Purdie provides financial planning and selection of other advisors. Ryan Purdie's firms are primarily focused on individuals other than high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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CA
10/26/2020 - Present
Creative Planning Solutions, Inc. (GRAND TERRACE CA)
IA
Issued 10/06/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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