Ryan Tingey, financial advisor Layton UT

Ryan Tingey

CRD Number: 4258039
Current Firm: Cuso Financial Services, LP

Ryan Tingey (CRD# 4258039) is an Investment Advisor Representative working at Cuso Financial Services, LP in Layton, UT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2014 - Current 6
North Capital Inc. Salt Lake City, UT Aug 2014 - Nov 2014 < 1
Wells Fargo Securities, LLC San Francisco, CA Oct 2011 - Nov 2014 3
Wells Fargo Advisors LLC Philadelphia, PA Mar 2010 - Oct 2011 1
Wells Fargo Bank Na Philadelphia, PA May 2009 - May 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Ryan R. Tingey
Phone Number: 858-530-4400
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    3,330
    MILLIONS
  • Total Number of Accounts
    18,783
    ACCOUNTS
  • Average Account Value
    $177,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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