Tyler Ryan, financial advisor Salem OR

Tyler Ryan

CRD Number: 5113394
Current Firm: Capstone Wealth Advisors, LLC

Tyler Ryan (CRD# 5113394) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry.

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True Private Wealth Advisors, LLC
Company Name Location Dates Years
Capstone Wealth Advisors Bellingham, WA Jan 2023 - Current 1
Capstone Wealth Advisors Salem, OR Jul 2021 - Current 3
Tr Consulting, Inc. Bellingham, WA Oct 2019 - Current 4
Capstone Wealth Advisors Salem, OR Oct 2019 - Jun 2021 1
Professional Equity Management Bellingham, WA Oct 2004 - Sep 2019 14
Professional Equity Management (dba Multop Financial) Bellingham, WA Jan 2005 - Sep 2018 13
Cetera Advisors LLC El Segundo, CA Jan 2013 - Aug 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Tyler E. Ryan
Phone Number: 503-967-1980
Registered State(s):
  • AK
  • WA
By the Numbers
  • Total Assets Under Management
    721
    MILLIONS
  • Total Number of Accounts
    3,355
    ACCOUNTS
  • Average Account Value
    $214,876
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
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, WA

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