Ryan Trulove, financial advisor Rocklin CA

Ryan Trulove

CRD Number: 4955163
Current Firm: Mutual Advisors, LLC

Ryan Trulove (CRD# 4955163) is an Investment Advisor Representative working at Mutual Advisors, LLC in Rocklin, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jan 2016 - Current 4
Mutual Advisors, LLC Casper, WY Jan 2016 - Current 4
Lpl Financial San Diego, CA Dec 2011 - Jan 2016 4
Essex National Securities, Inc. Napa, CA Mar 2010 - Dec 2011 1
Un Employed Loomis, CA Dec 2009 - Mar 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Ryan P. Trulove
Phone Number: 307-439-6357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,809
    MILLIONS
  • Total Number of Accounts
    9,832
    ACCOUNTS
  • Average Account Value
    $285,676
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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