Ryan Cullumber, financial advisor La Mesa CA
71 score

Ryan Cullumber

CRD Number: 3049988
Current Firm: Woodbury Financial Services, Inc.

Ryan Cullumber (CRD# 3049988) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in La Mesa, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Spring Valley, CA Sep 2013 - Current 3
Lpl Financial Newport Beach, CA Dec 2012 - Sep 2013 < 1
J.p. Morgan Securities LLC El Cajon, CA Oct 2012 - Dec 2012 < 1
Chase Investment Services Corp San Diego, CA Mar 2010 - Dec 2012 2
Unemployed San Diego, CA Jul 2009 - Mar 2010 < 1
Questar Capital Corporation Minneapolis, MN Dec 2006 - Jun 2009 2
Usallianz Securities, Inc. Minneapolis, MN Sep 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ryan R. Cullumber
Phone Number: 800-800-2638
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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