Donald Ryan, financial advisor San Diego CA
96 score

Donald Ryan

CRD Number: 1282946
Current Firm: Usaa Financial Planning Services

Donald Ryan (CRD# 1282946) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Diego, CA and has over 29 years of experience in the finance industry. Donald Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bear Skn, LLC Minneapolis, MN Sep 2015 - Current 1
Usaa Financial Advisors, Inc. San Francisco, CA May 2012 - Current 4
Usaa Financial Planning Services San Francisco, CA May 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek, CA Oct 2009 - Apr 2012 2
Banc Of America Investment Services, Inc. Roseville, CA Dec 2002 - Apr 2012 9
Banc Of America Insurance Services, Inc. Roseville, CA Dec 2002 - Apr 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Donald E. Ryan
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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